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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....
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....
SECURE 2.0 Act of 2022 was enacted as part of the 2023 Consolidated Appropriations Act, which was signed into law on December 29, 2022. It is the culmination of a multiyear bipartisan effort to follow up on the 2019 SECURE Act. Retirement planning expert Jamie Hopkins, a managing partner at the Car