After some doubt, the SEC's final rule allowing client testimonials will go into effect May 4. "I’m sure there’ll be people who want to press it and hit the gas pedal."
The new head of marketing has taken over the responsibilities of former boss Abby Salameh, with plans to bring the growing marketing and advisor engagement teams closer together.
Sigma Financial's Jennifer Bacarella discusses how the firm is leading the industry by helping to cultivate and develop the next generation of advisors.
About 40% of upper-income adults in the U.S. said their financial situation improved in the past year, compared to one-third of lower income counterparts who said their finances worsened.
This informative webinar on Mar. 11th unveils the findings and objective analyses mined from 38,607 marketing campaigns deployed by financial advisers in 2020. The results of this report will set the precedent and benchmark for the adviser-specific digital marketing landscape in 2021.
