News and Updates

Strong Dollar: Implications for U.S. Economy

Society of Financial Service Professionals | March 20, 2023

Here’s an informative discussion of the recent strengthening of the dollar, potential causes and effects, and policy implications…...

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SEC Shifts Gears on Advertising: A New Era for Financial Advisors

Advisor Registry | April 18, 2023

The Securities and Exchange Commission (SEC) has revealed major changes to its advertising and marketing rules for financial advisors. Previously, the use of client testimonials and endorsements in advertising was prohibited....

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CRS In Focus Report: Central Bank Digital Currencies

Society of Financial Service Professionals | May 23, 2023

The recent proliferation of private digital currencies or cryptocurrencies unsupported by any government authority, such as Bitcoin, has led to questions of whether the Federal Reserve (Fed) should create a central bank digital currency....

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Empowering Financial Advisors with the Potential of Online Reviews

Advisor Registry | June 28, 2023

In today's digital age, online reviews have become a powerful tool for financial advisors to establish trust, enhance their online presence, and attract new clients. With the rise of platforms like Google Business Profiles and online directories, consumers heavily rely on reviews to make informed decisions. Financial advisors should recognize the potential of online reviews and actively engage with this trend to stay competitive....

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Three Reasons Why US Consumers Are Feeling Better

Society of Financial Service Professionals | September 05, 2023

Consumer confidence has been rising since last summer, and over the last couple of months, it has jumped even more. Both the University of Michigan and the Conference Board’s measures of consumer confidence have risen 22 points since last summer. A simple reason is…gas prices....

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