Privacy Policy

This is the Privacy Policy for Advisor Perspectives, Inc.

Our postal address is:

Box 380
Lexington, MA 02420

We can be reached via e-mail at [email protected] or you can reach us by telephone at (781) 376-0050.

Our Privacy Policy aims to comply with the new policies set forth by GDPR. By such policies we are required to: fully disclose our privacy policy; describe how we collect information about you; how we use information about you; allow a user to request and change their information; and confirm we do not collect any Personal Information. The GDPR specifically protects our users in the European Union and if any users have specific questions please contact the address above.

Summary of this Privacy Policy

This Privacy Policy covers the information we collect about you when you interact with our products and our website (for example, by subscribing to our newsletters; accessing our website; signing up for our webinars; contributing or downloading our research; viewing our videos and other content). Unless otherwise noted, all of our website and other digital products are produced independently by Advisor Perspectives, Inc. in the United States.

This policy also explains your rights to know what information we collect, how we use information about you and explains your rights as a user.

If you do not agree with this policy, do not access or use our website or interact with any other aspect of our business.

Types of data collected

We collect data about you via our online, opt-in, subscriber form, interaction with our eNewsletters and on our website. Below is a summary of different ways we collect data:

Your use of our website: We use information such as name, email, location, topic preferences and newsletter subscriptions to provide catered and personal emails to you. We collect this information when you become a subscriber of our newsletter or a user on our website.

Device and browser information: Using our email marketing and intelligence platform, Zeta Global, we also collect information through your device about your operating system, browser type, IP address, URLs of referring/exit pages, and device identifiers. We use your IP address and/or country preference in order to approximate your location to provide you with a better experience. How much of this information we collect depends on the type and settings of the device you use to access the Products. Server and data center service administrators can disable collection of this information via the settings or prevent this information from being shared with us by blocking transmission at the local network level. A link to Zeta’s privacy policy is here.

We currently do not collect any Personal Information, as defined by the GDPR, including but not limited to:

  • Racial or ethnic origin, political opinions, religious or philosophical beliefs, or trade union membership, genetic data, biometric data for the purpose of uniquely identifying a natural person, data concerning health or data concerning a natural person’s sex life or sexual orientation shall be prohibited.

With respect to security: We have appropriate security measures in place in our physical facilities to protect against the loss, misuse or alteration of information that we have collected from you at our site.

Cookies and Other Tracking Technologies:

The technologies we use

We use cookies, web beacons and other technologies to improve and customize our website and newsletters for your best experience; to allow you to access and use the website without re-entering your username or password; to understand usage of our website and eNewsletters and the interests of our customers; to determine whether an email has been opened and acted upon; and to present you with advertising relevant to your interests. Some of the technology vendors we use include: Zeta Global, Google Analytics, MailChimp, Wufoo, Litmus, CloudFlare, all which comply with the recent GDPR regulations. We only share information with them within our contractual rights and they do not process any personal information.

From time to time we may also track information, in aggregate, on pages and features that users access or view. The activity is collected and stored in our server’s log files. We may log Internet Protocol (IP) addresses, or the location of your computer on the Internet required for systems administration and troubleshooting purposes.

How do we use them?

  1. Where necessary. These cookies and other technologies are essential in order to enable Advisor Perspectives to provide the features you have requested, such as remembering your email preferences or if you’ve logged in.
  2. For functionality. These cookies and similar technologies remember choices you make such as language or search parameters. We use these cookies to provide you with an experience more appropriate with your selections and to make our site more tailored.
  3. For performance and analytics. These cookies and similar technologies, like Google Analytics, collect information on how users interact with our site and help us make performance improvements. They are only collected on the aggregate.

How to disable cookies:

To opt-out of our use of cookies, you can instruct your browser, by changing its options, to stop accepting cookies or to prompt you before accepting a cookie from websites you visit. If you do not accept cookies, however, you may not be able to use all aspects of our Products. We and our third-party partners also collect information using web beacons (also known as “tracking pixels”).

What we do with the data we collect

Our email policies are fully compliant with the Can-Spam Act of 2003 and the GDPR regulations of May 25, 2018.

Newsletter recipients may, from time to time, receive commercial emails (advertisements) from us, and may “opt out” to avoid receiving these in the future.

To cater your experience: The information we collect primarily is to cater your reading experience. We want to deliver the newsletters you subscribe to and are interested to in a timely manner. We recommend content on the site based on some of your previous interests in topics and authors.

Disclosing information to third party(s): Advisor Perpsectives may share non-personally identifiable information, such as aggregated user statistics, with third parties. We do not share your Personal Information with third parties for those third parties' marketing purposes unless you consent to such sharing at the time you provide your Personal Information. When You Agree To Receive Information From third party(s). You may be presented with an opportunity to receive information and/or marketing offers from third party(s). If you do not agree to have your Personal Information shared, your Personal Information will not be shared with such third party(s) for direct marketing purposes. If you do agree to have your Personal Information shared, your Personal Information will be disclosed to such third party(s) and all information you disclose will be subject to the privacy policy and practices of such third party(s). We are not responsible for the privacy policies and practices of such third party(s) and, therefore, you should review the privacy policies and practices of such third party(s) prior to agreeing to receive such information from third party(s). If you later decide that you no longer want to receive communication from a third party, you will need to contact that third party directly.

Advertising, Audience and Traffic Measurement

We use DoubleClick for advertisers as our AdServer and run only directly sold ads. This means that no third party advertisements will be sold and therefore targeted to you. All advertisements are directly sold unless otherwise disclosed in this privacy policy. The webiste also uses Google Analytics to improve site performance and optimize site design and content by collecting traffic information on our users in the aggregate.

Users right to their information

We fully comply with the GDPR regulation for “User Access Requests.” This allows a user at anytime to inquire about what information we collect and use about them. Upon request we will supply and reply to the user within 30 days answering the information we use about them.

If at anytime a user wants to unsubscribe or change their personal profile, they may do so by contacting us or the email preference center.

Consumers can have this information corrected by sending us email at the above address.

Changes to these policies

From time to time, we may change this privacy policy for specific reasons or compliance updates. If our information practices change at some time in the future we will post the policy changes to our website and notify you of these changes. If you are concerned about how your information is used, you should check back at our Web site periodically. We encourage you to review our privacy policy whenever you use or interact with Advisor Perspectives to stay informed about our information practices and the ways you can help protect your privacy.