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Advisor Insights

Managing Online Advisor Reviews

The SEC's guidelines regarding online reviews are evolving. Here's what you need to know.

Social media and consumer review websites have exploded in popularity over the past decade. We're now at a point where many individuals turn to platforms like Yelp and others to read reviews of businesses before making purchasing decisions--or even before reaching out to those businesses in the first place. This isn't altogether surprising, given that our natural herd instincts and susceptibility to social influence often drive us to think or act in the same way as others around us. Studies have shown we are more likely to appreciate a restaurant, experience, service, or product if we see other people appreciating those same restaurants, experiences, services, or products. 

Yet as consumer reviews become a part of everyday decision-making, business owners are faced with the challenge of how to effectively manage their business's reputation online, both in terms of encouraging customers to leave positive feedback and (hopefully) providing products or services good enough to minimize or prevent negative feedback on these platforms.

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

  • Verify your identity, personalize the content you receive, or create and administer your account.
  • Provide specific products and services to you, such as portfolio management or data aggregation.
  • Develop and improve features of our offerings.
  • Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.