SEC Marketing Rule Emerges as Top Compliance Concern

J@vier M@rceli

Implementing the Securities and Exchange Commission’s recently finalized marketing rule has cropped up as the No. 1 concern for investment adviser compliance officers.   According to the Investment Adviser Association’s 2021 Investment Adviser Compliance Testing Survey, advertising/marketing was identified by 58% of survey respondents as the “hottest” compliance topic—up 33 percentage points from […]

Top 12 Most Common Marketing Mistakes to Avoid

J@vier M@rceli

Are you ready to stop taking one step back for every two steps forward when it comes to your content marketing strategy? That’s essentially what you’re doing when you fall into these common pitfalls and make simple marketing mistakes. You’re sabotaging yourself. There are plenty of challenges already – we […]

Best store credit card 2021: Top cards for SMBs

J@vier M@rceli

American Express disclaimer There are plenty of expenses that come with running a business. Luckily, business credit cards make it easy to save money or get cashback rewards on those costs. And while there are plenty of business card cards to choose from, store credit cards reward customers who often […]