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 ...

Like any other business, law firms need to combine multiple strategies to show potential clients how they stand out from their competition. In addition to creating a strong website with high-quality ...

MESA, AZ - January 08, 2026 - PRESSADVANTAGE - House Cleaning Solutions, a residential cleaning company headquartered ...

In the wake of the SEC’s revamp on rules around advertising last year, you probably know that advisors can now solicit, produce and feature client testimonials. You may also know that the new rules do ...

The Securities and Exchange Commission’s updated marketing rules for financial advisors, which went into effect in late 2022, were welcomed by the industry as a long-awaited step into the 21 st ...

Leaving a customer review has never been easier, though not so much for wealth management clients. Fewer than 10% of SEC-registered firms reported using testimonials in their marketing materials, even ...

It's not the 1960s anymore. Financial advisors can finally let clients speak publicly on their behalf. In December, the Securities and Exchange Commission changed the rule on investment advisor ...

In an uncertain business environment and tight economic conditions, customer testimonials should never be taken for granted or underutilized—especially the ones captured on video. Sharing this type of ...

Dear Tammy: What's the best way to ask a client for a testimonial? I don't want them to feel like I'm intruding, but I think it will help me get more business. Any tips? Tammy: What a great question!

The SEC wants advisors to disclose whether the person who's touting them is a client, is being compensated or has any conflicts of interest. By Mark Schoeff Jr. Now that investment advisors have the ...