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These are the 8 words investment advisers can’t say to promote themselves
marketwatch.com/story/these-are-the-8-words-investment-advisers-cant-say-to-promote-themselves-fa781441Advisers should put no price targets on an investment a client owns and give no forecasts of anticipated performance.
This story appeared on marketwatch.com, 2025-05-23 20:53:00.