New rules to let state-registered investment advisors publish testimonials and online reviews from their clients have been proposed by the North American Securities Administrators Association (NASAA), ...

Leaving a customer review has never been easier, though not so much for wealth management clients. Fewer than 10% of SEC-registered firms reported using testimonials in their marketing materials, even ...

What is the problem this feature would solve? The devServer is really awesome and could be a game changer. However it the client-side files are curretly refering to resources under the path "/_bun" ...

One of the reasons we hear from financial advisors who hesitate or don’t participate in testimonial marketing is the fear of exposing their clients’ information, and especially concerns that clients ...

It's hard to believe, given the anticipation and discussion that preceded it, but the SEC's revised marketing rule went into effect more than three and a half years ago. And while it's understandable ...

Royalty-free licenses let you pay once to use copyrighted images and video clips in personal and commercial projects on an ongoing basis without requiring additional payments each time you use that ...

The current styling of the Testimonial section could be improved to enhance its visual appeal and create a more engaging user experience. Below are some suggestions for improvements: Add padding and ...

Creative Planning, one of the largest registered investment advisories in the country, run with over $36 billion in client assets, has settled with the Securities and Exchange Commission over charges ...