Only a small fraction of firms have increased their use of client testimonials and endorsements in the wake of the SEC’s updated marketing rules, according to a recent Investment Adviser Association survey.
Nationwide's Kristi Rodriguez looks forward regarding retirement income, next-gen clients and how to recruit diverse talent to the financial services industry.
Join this webinar on July 19th, as experts reveal how to enhance portfolio efficiency during a bear market, asset management through real estate and, investing in a rising interest rate market.
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