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Advertising performance makes up the bread and butter for fund marketers. However, US-based investment advisers should double check strict requirements of the SEC’s ‘Marketing Rule’ to make sure their processes fall on the right side of the regulatory line.

Advertising performance makes up the bread and butter for fund marketers. However, US-based investment advisers should double check strict requirements of the SEC’s ‘Marketing Rule’ to make sure their processes fall on the right side of the regulatory line.