In this episode, Kira unpacks the SEC’s Marketing Rule in clear, practical terms focusing on what it means for performance advertising today.
They explore the core anti-fraud principles of being fair, balanced, and not misleading, and explain how those expectations apply when presenting gross and net performance, time periods, fee assumptions, testimonials, and third-party ratings. The discussion also breaks down hypothetical, extracted (carve-out), and related performance which is where firms often face the greatest scrutiny.
If you want a straightforward understanding of what the SEC expects and where firms commonly run into trouble, this episode lays the foundation.
