The Division Of Investment Management, the branch of the U.S. Securities and Exchange Commission (SEC) responsible for overseeing the investment management industry, has been involved in a long-term project to improve report delivery for investors.

SunStar Strategic congratulates our client, Jeanie Wyatt, CEO & Chief Investment Officer of South Texas Money Management, on being named to Barron’s Top 100 Women Financial Advisors. 

Alexandria, Virginia – March 20, 2018: SunStar Strategic, a leading financial public relations and marketing firm, announced a new client, Wisconsin Capital Management, advisor to the Plumb Funds.

Is your marketing plan not delivering the results you’d hoped for? Are you tired of sending emails and materials into what seems to be a black hole? 

On Friday, June 1, 2018, Kathryn Morrison, Melissa Murphy and Jake Oxley, of SunStar Strategic hosted a lively roundtable discussion, alongside Bob Goellner at this year’s annual US SIF Conference. The topic, Introducing SRI to Prospective Advisory Clients, garnered an enthusiastic response.  

In 2017, Bob Goellner and his partner Max Mintz of Common Interests Financial converted their practice to 100% Socially Responsible Investments (SRI). 

There is no denying it – social media is here to stay. Many advisors thought it might be a passing fad but the giant platforms like Facebook, LinkedIn, and Twitter don’t seem to be going anywhere.

In the most recent episode of our podcast series, Sustainable Finance with Paul Ellis, SunStar Strategic’s Ben Gerow, interviewed Marguerita Cheng, CEO of Blue Ocean Global Wealth.

Morningstar, Inc. recently published their report about U.S. asset flows for March 2018.

This situation is probably all too familiar to you. You’ve been cranking away at client emails for hours, hoping to get to all of them before your meeting that starts soon.