We’re excited about the SEC’s updated ruling on advisor testimonials. If you’re an RIA, you’re now able to capture your clients’ advocacy in written or video format. These testimonials will be used in ...

When a client of yours has a stellar experience with you, it seems like a given to ask them to leave you a review. You might ask for it to take place on Yelp, Google+, Facebook and maybe a few other ...

Are you a print subscriber? Activate your account. By Gemma Redgrave - 16 hours 20 min ago 18 hours 13 min ago By Jon Springer - 18 hours 14 min ago By Erika Wheless - 18 hours 56 min ago By E.J.

For advisors who want to reap the benefits of SEC’s revamped marketing rule, Vidiance is offering a solution. The video marketing agency has launched a program that will aims to help advisors create ...

The Fast Company Executive Board is a private, fee-based network of influential leaders, experts, executives, and entrepreneurs who share their insights with our audience. BY Fast Company Executive ...