Adjusted for Risk: The SEC Marketing Rule
During this enlightening conversation, WiserAdvisor CEO Rishi Bharathan shares his insights on the topic of quality vs quantity and why financial advisors should prioritize quality leads over quantity.
Rishi also talks about how wealth managers can increase visibility and credibility by taking advantage of the SEC’s marketing rule, which allows advisors to use testimonials and endorsements.
DETROIT – October 4, 2024 – This week, Michigan Central, Michigan’s Office of Future Mobility Electrification, CEDAM and Wayne State...
The end of the year is closing in on us. Soon, we will be celebrating the holidays with our friends...
Source: The College Investor Google AI overviews are misleading or inaccurate in 43% of finance-related searches, according to our study....
