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that would be true for any public-facing text, which relates to financial advice. a good CFA (RIA) knows what to ask and how to ask, it's not really that compli
by vladko 11y ago
that would be true for any public-facing text, which relates to financial advice. a good CFA (RIA) knows what to ask and how to ask, it's not really that complicated.
- pbreit 11y ago"that would be true for any public-facing text, which relates to financial advice" When coming from an RIA or other regulated entity, yes.