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 ...
What if you and your clients could look forward to video meetings instead of viewing them as a necessary evil? According to a Korn Ferry 2019 study, “89% of workers say they waste time each week ...
Are you a print subscriber? Activate your account. By Ilyse Liffreing - 14 hours 17 min ago By Garett Sloane - 15 hours 54 min ago By Adrianne Pasquarelli - 18 hours 50 min ago By Lindsay Rittenhouse ...
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