To view this content, you need to sign in.
You should only be asked to sign in once. Not the case? Click here
Register now to access this content and more for free.
More insights into what’s an ad under new rule
Have a plan with a timeline. Pam Pendrell began by reading and understanding the new rule. Next, she will take an inventory of all firm ads, meet with the adviser’s marketing team and leaders and develop a plan “and then start working on the conversion,” she said
