As one year ends and another begins it is common for people to take stock and reflect on the ending year as well as set goals or intentions for the year ahead.
Earlier this week the Securities and Exchange Commission (SEC) announced a new advertising rule for investment advisors.
In one way or another, it's been a tough year for each of us.
Being unable to get together in person can't stop the SunStar team from celebrating the holidays together!
Winter solstice for the Northern Hemisphere is today Monday, December 21, 2020, at 5:02 a.m. EST.
Blensley Point-du-Jour, Vice President, Marketing Services at Discovery Data, shared his insights and discussed best practices on how to effectively reach advisors in these virtual times at SunStar’s recent conference, Strategies to Engage Advisors & Attract Assets.
"A robust PR push is more important than ever," SunStar's Melissa Murphy told attendees at the virtual conference, Strategies to Engage Advisors & Attract Assets.
2020 has been the most unusual year many Americans have lived through, and frankly, it's been tough. In spite of the chaos, it is still possible to be thankful for the good things.
Our Thanksgiving holiday is a celebration of two profound words, “Thanks” and “Giving.” The pandemic requires that we open our hearts to others in profound ways, transporting us from our comfort zone to a fragile and vulnerable state. We, as a culture, have been forced to take care of ourselves and others.
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.
If you’re not, you may want to consider it. Many investors are looking to make sense of the current turmoil in the U.S. and investing with their conscience can often help.
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.
Even though many are still working from home, portfolio managers are busier than ever. Has your firm suggested you participate in media training? Are you thinking it's a waste of time?