For the first time in 60 years, the SEC is overhauling advertising rules that will allow advisors to use endorsements and testimonials in online marketing. This flowchart will help advisors keep ads ...

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Comedian Nate Bargatze stars in DoorDash's 2025 Super Bowl commercial, extolling the benefits of a Dashpass subscription.

That's because advisors, unlike other service providers such as attorneys and insurance agents, have been prohibited from using testimonials in their advertising. But that is changing. In December ...