Adjusted for Risk: The SEC Marketing Rule
Wednesday, November 19, 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.
November is here, and with it comes holiday invitations, travel plans, family expectations, and a quiet pressure to spend money...
Back Who We Are Our Purpose We ignite human potential to build understanding and create new possibilities for a better...
Monthly payments in retirement can change sharply depending on Social Security, pension income, and IRA withdrawals. Federal programs often offer...
