Kathryn Morrison, president and CEO of SunStar Strategic, authored an article featured on MF Wire. Kerri Fronczak, AVP Creative & Digital, co-authored.
Growing your practice is tough – particularly for small firms. It’s unlikely there is an unlimited marketing budget, and very often the key players are wearing multiple hats.
Fund companies are constantly looking for new ways to stand out and attract the attention of advisors.
Non-traditional closed-end interval and tender offer funds constitute an important segment of the investment industry.