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

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.

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

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

Like everything else in 2020, SunStar Strategic’s Small Fund Conference, Strategies to Engage Advisors & Attract Assets, required a few changes – it went virtual!

Yes! If you are not sure how to harness the potential of social media to build your practice look no further.

At the Morningstar 2020 Virtual Conference, Hortense Bioy,Morningstar Europe & Asia, moderated a lively discussion between Simon Webber, Schroeders, and Lucas White, GMO, on climate change and the impact on portfolio construction.

While U.S. large-cap stocks enjoyed a robust decade, international equities languished. How will the international equities perform going forward?

At the 2020 Morningstar Conference, Larry Fink, Chairman of BlackRock, Inc., talked with Morningstar’s Hayward Kelly.

Morningstar’s bond panel, The Search for Yield in an Ultra-Low Interest-Rate World, featured Vanguard’s Anne Mathias and BlackRock’s Rick Rieder. The discussion was moderated by Morningstar’s Sarah Bush.

At the 2020 Morningstar Conference, Michael Mauboussin spoke about the best of his most impactful and recent research. He questioned the value of active management and suggested a new way to measure manager skill.