Adjusted for Risk: The SEC Marketing Rule
Wednesday, October 29, 2025
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.
When debt feels overwhelming, it’s tempting to look at your 401(k) balance and think, “I could wipe this all away...
What is Indian Country? The term “Indian Country” refers to areas in the United States that are home to Native...
The average U.S. credit score held steady at 701, down one point from last year, signaling slight softening in borrower...
