One of the most pressing issues for smaller asset managers today is getting onto platforms. They want to know how to do it and wonder why is it so difficult?

Regulation Best Interest went into effect on June 30, 2020. The initial adjustment period is over and the SEC will be enforcing stricter compliance.

At SunStar’s Virtual Small Funds Conference, Strategies to Engage Advisors & Attract Assets, D. Bruce Johnston, Founder of Two Dogs Social, shared industry insights to help advisors harness the power of social media to build their brands.

The short answer is “yes.” SunStar’s Hibre Teklemariam discussed the critical role that websites play for mutual fund firms in her presentation, Creating Content-Rich Websites, at SunStar’s Virtual Conference, Strategies to Engage Advisors & Attract Assets.

Bruce Cameron, co-founder Berkshire Global Advisors, recently presented Understanding M&A and Current Valuations, at SunStar Strategic’s virtual conference, Strategies to Engage Advisors & Attract Assets.

At SunStar Strategic’s virtual conference, Strategies to Engage Advisors & Attract Assets, Warren Miller, ISS Market Intelligence, tells fund managers how.

Engage Advisors and Attract Investors, our 2020 Small Funds Conference, featured 7 industry experts. Replays are available.

Last week SunStar completed its first VIRTUAL Small Funds Conference and it was a resounding success!

When the pandemic arrived, the world came to a screeching halt. Across the globe, people shifted to work from home and businesses scrambled to adapt their policies and practices.

Asset managers, like just about everyone else, have had to make changes and adjustments to their practices as a result of the current pandemic.