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Don't just send an email to send an email. Doing your research before you email can save you time and money AND help you keep them interested!
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SAVE THE DATE: Join your fund industry peers for our virtual conference.
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It can feel impossible to keep up with the financial news – from television to print to online to podcasts – news sources are churning out information at rapid rates on the constantly changing market.
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Unless they’re living under a rock, most investors have heard about ETFs.
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Everyone loves their sales team-when they close the deal. The job of the salesperson is to get out there, call on, meet with advisors and make the sale. But, are they feeling the love from the home office? Are you giving them the support they need?
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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?
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Regulation Best Interest went into effect on June 30, 2020. The initial adjustment period is over and the SEC will be enforcing stricter compliance.
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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.
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At SunStar Strategic’s virtual conference, Strategies to Engage Advisors & Attract Assets, Warren Miller, ISS Market Intelligence, tells fund managers how.
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Last week SunStar completed its first VIRTUAL Small Funds Conference and it was a resounding success!
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Asset managers, like just about everyone else, have had to make changes and adjustments to their practices as a result of the current pandemic.
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Like everything else in 2020, SunStar Strategic’s Small Fund Conference, Strategies to Engage Advisors & Attract Assets, required a few changes – it went virtual!
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Yes! If you are not sure how to harness the potential of social media to build your practice look no further.
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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.