Hypothetical Performance Disclosures: Templates That Meet SEC Expectations
**Excerpt:** Essential templates for SEC-compliant hypothetical performance disclosures. **Meta Description:** Discover key templates that ensure hypothetical performance disclosures meet SEC standards, helping firms navigate compliance confidently from 2025-2030.
Performance Presentation Basics: Net vs Gross, Time Periods, and Benchmarks
Excerpt: Understanding net vs gross, time periods, and benchmarks is key to clear performance presentation. Meta Description: Explore the essentials of performance presentation, focusing on net vs gross returns, time period relevance, and benchmark selection for accurate analysis.
GIPS vs Non‑GIPS Performance Marketing: What Asset Managers Need to Know
**Excerpt:** GIPS vs Non-GIPS: Key differences asset managers must grasp. **Meta Description:** Explore how GIPS compliance impacts performance marketing and why asset managers should prioritize transparency and consistency in their strategies.
Advertising Awards and Rankings: How to Use Them Without Misleading
**Excerpt:** Leveraging advertising awards and rankings ethically enhances credibility without deceiving audiences. **Meta Description:** Discover how to use advertising awards and rankings responsibly to build trust and avoid misleading consumers in 2025-2030.
“As Seen In” Media Logos: When It’s Permissible and How to Document
Excerpt: “As Seen In” Media Logos: Legal Use and Proper Documentation Meta Description: Discover when you can legally use “As Seen In” media logos and how to document media features to maintain brand integrity and avoid disputes.
Using Client Logos and Brand Names: Consent, Privacy, and Compliance
**Excerpt:** Navigating client logo use demands strict consent and compliance. **Meta Description:** Explore key legal and ethical considerations for using client logos and brand names, focusing on consent, privacy, and regulatory compliance.
Privacy Rules in Wealth Marketing: Reg S‑P, GDPR, and Client Confidentiality
**Excerpt:** Navigating privacy rules in wealth marketing: Reg S‑P, GDPR, and client confidentiality. **Meta Description:** Explore how Reg S‑P, GDPR, and client confidentiality shape privacy compliance in wealth marketing, balancing legal mandates with trust-building.
CCPA for Advisor Marketers: What Changes on Your Website and Forms
**Excerpt:** CCPA compliance: Essential website and form updates for advisor marketers. **Meta Description:** Discover the key CCPA changes advisor marketers must implement on websites and forms to ensure privacy compliance and protect consumer data.
Cookie Consent and Tracking in Finance: A Compliance‑Friendly Analytics Setup
**Excerpt:** Balancing finance analytics with stringent cookie consent laws. **Meta Description:** Explore compliance-friendly analytics setups in finance, ensuring effective tracking while respecting cookie consent and data privacy regulations.
Lead Magnet Compliance: Checklists for PDFs, Guides, and Whitepapers
**Excerpt:** Ensuring lead magnet compliance safeguards trust and legal integrity. **Meta Description:** Discover essential compliance checklists for PDFs, guides, and whitepapers to protect your lead magnets and maintain legal and ethical standards.
Compliant Risk Disclosures: Standard Language for Common Investment Topics
**Excerpt:** Standardized Risk Disclosures Enhance Investment Transparency **Meta Description:** Explore how compliant risk disclosures with standard language improve clarity and protect investors across common investment topics from 2025-2030.
Creating Risk Warnings for Trading Content (Forex, Crypto, Options)
**Excerpt:** Essential risk warnings are vital for transparent trading content. **Meta Description:** Learn how to craft clear, compliant risk warnings for Forex, crypto, and options trading to protect investors and meet regulatory standards from 2025-2030.