The "new" SEC marketing rule has been in effect since November 2022. The updated regulation provides clear guidelines around permissible use of testimonials and endorsements for financial advisors.

Choosing a financial advisor isn't a cosmetic decision. It's not about finding someone with a polished website or a ...

Ratings and reviews of financial advisors are here, as is the technology to support both the reviews themselves and the expected compliance requirements. Whether to allow such reviews is sure to be ...

Wealthramp can help you find a financial advisor specific to your needs and your budget. Many or all of the products on this page are from partners who compensate us when you click to or take an ...

Wealth Enhancement features live advisors who work one on one with clients to create and manage an investment strategy custom fit to their goals. However, the lack of automated and robo advising ...

Use our search tool to generate a list of financial advisors near you. Many, or all, of the products featured on this page are from our advertising partners who compensate us when you take certain ...

It indicates an expandable section or menu, or sometimes previous / next navigation options. Paid non-client promotion: Affiliate links for the products on this page are from partners that compensate ...

A financial advisor is a professional who helps individuals and businesses make a sound investment, savings, and spending decisions. They can also provide strategic advice on financial planning ...