The Municipal Securities Rulemaking Board has voted to amend its Rule G-40 to allow municipal advisors to use testimonials in advertisements and Rule A-12 to make changes to Form A-12 on registration.

Smaller state advisers want to be able to post client endorsements and quote them in ads when bigger SEC-registered firms get the green light. By Mark Schoeff Jr. State-regulated investment advisers ...

If you’re interested in finally sharing testimonials from satisfied clients, here’s everything you need to know. Many consumers now rely on customer reviews to choose everything from their plumber to ...