Insights

Don’t Text Me, I’ll Text You

Like many industries, the wealth management business has many rules and regulations. Many of the rules make good sense and were created after real-world problems occurred. I have one rule on my mind this week, and it concerns one of the ways that we communicate with you: texting. Acropolis is regulated by the Securities and Exchange Commission (SEC), and one of its rules concerns maintaining our books and records. At… Read More