Aspyre Wealth Partners' Jamie Bosse details how she was able to craft her personal brand as the "Money Boss Mom" by balancing her responsibilities as a financial planner and that of an author.
The SEC sued the promoters for advertising the merit’s of BitConnect’s “lending program” in 2017 by creating testimonials on YouTube, sometimes multiple times a day
Riskalyze softens the edges of a marketing campaign targeting competitors, but as fintech firms' vie for more space in front of advisors, analysts say there may be more bumpy roads ahead.