Compliance and Vestorly
"Compliance" involves many topics and instances and is not always black and white. Let’s simplify it - we’ve identified the compliance issues at stake when using Vestorly, and how to address them. TESTIMONIALS The Issue: Financial advisors cannot ask for, share, or encourage testimonials.
A Note from Vestorly’s CEO
Back when Vestorly’s wheels were just in motion, I shared this picture: Two years later, it still represents the difficult digital problems for small businesses and enterprises that we’re working to address. If you’ve considered digital marketing, then you’ve been told