Regulation Best Interest went into effect on June 30, 2020. The initial adjustment period is over and the SEC will be enforcing stricter compliance.
2020 has brought one change after another and financial advisors found themselves instantly in crisis mode.
The market plummeted early this year in response to the COVID-19 pandemic. First, there was Black Monday…. then Black Thursday….
While many make resolutions each New Year's Day - financial health shouldn't be one of them. Instead, it should be something to focus on year round.
It’s widely known that financial journalists are tasked with discovering and delivering timely information in capital markets.
SunStar’s president & CEO Kathryn Morrison recently spoke at Tiburon’s CEO Summit XXXV held in San Francisco, California on October 8 and 9, 2018. The event drew more than 200 C-level attendees.
Are you frustrated by marketing challenges? Foreside Distributors hosted a webinar to discuss such challenges in the industry and ways to overcome them. SunStar Strategic's Marilyn Dale was a contributor. This is the fifth installment of our report, Taking Action for Marketing Success, designed to present marketers with actionable ideas to overcome their marketing challenges.