Learn how the Brochure Rule impacts investment advisers and clients with essential disclosure requirements under the Investment Advisers Act of 1940.

A glossy sales brochure does not translate to a lead generation website. The focus of website content should be about the client and their needs and concerns. Advisor websites are never static.

Katherine Haan, MBA, is a Senior Staff Writer for Forbes Advisor and a former financial advisor turned international bestselling author and business coach. For more than a decade, she’s helped small ...

Bespoke travel operator Audley Travel has developed a new travel advisor hub and launched its first worldwide brochure specifically for advisors, as part of its ongoing commitment to work more closely ...