Regulation Best Interest went into effect on June 30, 2020. The initial adjustment period is over and the SEC will be enforcing stricter compliance.
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.
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.
Your firm is a dime a dozen. You’re just like everybody else and they all do what you do. No? Think you’re different?
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.
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.