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As seen in: Financial Planning, BISA Portfolio
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Articles

Women Leaders of the Industry, Part 1: Kathy Burgess

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By Kathy Batchelor Burgess, CUNA Brokerage, Sylvan Lane
| BISA Portfolio
Leadership Perspectives | 03.08.22 by: Kathy Burgess, CUNA Brokerage Services March is Women’s History Month. To celebrate, we’re holding a series of interviews with women leaders in the financial services industry. We were fortunate enough to speak with Kathy Burgess, vice president-TPM of CUNA Brokerage Services, where she discussed and provided her experiences, thoughts and insights on her 20+ years in the industry. 1) What is/was your proudest accomplishment? What is/was your greatest challenge?
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New Generation of Women Investors Taking Charge of Finances, Survey Says

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By Jacqueline Sergeant Verified, Sylvan Lane, Kathy Batchelor Burgess, CUNA Brokerage
| BISA Portfolio
Insights | 03.08.22 by: Jacqueline Sergeant U.S. Bank reports that female investors have become more confident and engaged with managing their finances since the pandemic, while also skewing younger.
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SEC Promises Not to Play "Gotcha" in Early Days of New Marketing Rule

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By Mark Schoeff, Sylvan Lane, Kathy Batchelor Burgess, CUNA Brokerage
| BISA Portfolio
Regulatory Outlook | 03.07.22 by: Mark Schoeff, Jr. An SEC official said the regulator will not surprise investment advisors with immediate enforcement of a new rule stipulating marketing protocols that goes into effect on November 4. The rule would permit advisory firms to use testimonials, endorsements and third-party ratings for the first time, provided they comply with anti-fraud protections and other regulations.
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