Rory Henry

Director

Rory Henry is a director at Arrowroot Family Office. Reach him at (310) 566-5865 or rory@arrowrootfamilyoffice.com.

Practice management

What CPAs need to know about the new SEC marketing rule

The new rule has a profound impact on advisor use of testimonials, performance advertising, and compensation for referrals.

By Rory Henry

November 23