An advisory firm's website is an important piece of its marketing plan, but it isn't the only piece. For one thing, potential clients need to be able to find their way to the website to begin with ...
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), ...
Jeffrey Epstein’s former lawyer has claimed the convicted sex offender never created a “client list,” and said there was no suggestion that President Trump had done “anything improper or even ...
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 ...
For many regular investors, the stock market is both tempting and terrifying. Mr. Chan is a typical example, a complete newbie to investing. Before joining PhillipCapital’s 8th Institutional Group ...
The agent of former NFL cornerback Adam “Pacman” Jones called into question the actions of Covington police for what he called “another example of overzealous policing” in the arrest of his client ...
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 ...
Rob and Beth always look forward to getting their spirits realigned every Monday with Diane Jordan of Natural Body Works in Kingston. On this More Comfort Monday, Diane wanted to share an empowering ...
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