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Amid the flood of information financial advisors receive, it can be hard to cut through the extraneous stuff to find valuable input. The good news for mutual fund companies is that financial advisors want the information they can provide — however, they do have some definite preferences about the type of information they need and how it’s delivered.

Tuesday, 16 October 2018 16:28

Make Your Data Pop

Have you ever seen someone's eyes glaze over as they're presented with data?

SunStar partnered with Discovery Data on an exciting months-long research project and the results are in!

SunStar's Kathryn Morrison released the exciting results of the joint research project with Discovery Database at today's Tiburon CEO Summit XXXV in San Francisco, CA, October 2018.

 

Alexandria, Virginia – October 8, 2018: SunStar Strategic released the results of its joint financial advisor research project with Discovery Data today at the Tiburon CEO Summit XXV in San Francisco, CA.

Periods of volatility and uncertainty are the best times to communicate with your investors.

Celera Systems (SalesStation) hosted their first client conference on September 25-27, 2018, in Milwaukee, Wisconsin. SunStar was privileged to attend.

Monday, 17 September 2018 06:07

How Active Should Active Manager Be?

Morningstar’s John Rekenthaler convened a panel of experts to discuss active management.

Monday, 10 September 2018 06:34

Advisors Tell All

Is your marketing plan working for you? Are you reaching the advisors you want?

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