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Summary: Last week, the SEC issued new guidance on social media and the Rule 206(4)-1 "Testimonials" rule. While the guidance did not provide much clarity on ongoing sticky issues such as whether LinkedIn "endorsements" constitute testimonials, it did provide important clarification to one key area: third-party adviser review sites
 Nonetheless, given how popular such services are in other industries — most notably, major platforms such as Yelp — expect to see a whole lot more adviser review sites coming soon now that the SEC has given them a blessing."
Michael Kitces, partner and the director of research, Pinnacle Advisory Group.
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