Allegiance Group + Pursuant (AGP), a leading fundraising, marketing, and technology partner for nonprofits, today announced a new strategic investment from Eagle Private Capital, joining 424 Capital ...

The Securities and Exchange Commission (SEC) is intensifying its scrutiny of registered investment advisors (RIAs) for violations of the Marketing Rule 206(4)-1 under the Investment Advisers Act, ...

Eagle Private Capital has made an investment in Allegiance Group + Pursuant, a Fargo, North Dakota-based nonprofit fundraising, marketing, and technology firm. No financial terms were disclosed. AGP’s ...

The SEC Division of Examinations had previously indicated that compliance with the Marketing Rule would continue to be an examination priority in 2024, just as it was in 2023. 3 Additionally, the ...

On September 11, 2023, the Securities and Exchange Commission (SEC) charged and settled proceedings with nine registered investment advisers for misrepresenting hypothetical performance of advisory ...

HOUSTON, Nov. 29, 2023 /PRNewswire-PRWeb/ -- TotalCX, the leading provider of AI-driven customer experience management solutions, is expanding its investment in marketing with manpower and technology.

As the SEC marketing rule nears its first anniversary, most firms have yet to take advantage of the testimonials and endorsements it allows. By Mark Schoeff Jr. Bartlett Wealth Management celebrated ...

B2B marketing is often seen as different from B2C marketing, and for good reason. Businesses in the B2B sphere typically view marketing strategies as a cost instead of a measurable investment. They ...