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.
Scholarships are one of the best ways to pay for college – it’s free money. It’s why we list scholarships...
Federal Reserve Banks across the country collect anecdotes from contacts and hone in on concerns for Federal Reserve Beige Book...
President Trump announced plans for an executive order limiting certain employers from PSLF, but legal constraints likely prevent him from...
