Shareholders can spot a tall tale!

Finally, the campaigning is over and we have a new President.  Some investors are looking to you for guidance as to what it all means.  

As we head into yet another new year, you’d think by now it would be widely accepted that sustainable investing does not negatively impact portfolio performance. However, the stigma sadly persists.

Industry conferences present fund companies an efficient channel to market their products to their target audiences. Often these conferences attract hundreds of advisors, brokers, institutions and/or retail investors, many of which are looking for good investment ideas.

When it comes to traditional Thanksgiving fare there’s something for everyone right?

Making Your Money Matter

Place-Based Investing Explained by Community Capital Management

It is common for foundations, religious organizations and high net-worth investors to seek to fulfill a mission through impact investments. 

Why you should cool it with the corporate jargon

I know you know what AUM, basis points, and ROI mean. You even know how to define ROI, P/E, yield curve, duration, and EBITA.

As 2016 closes and 2017 gets off and running, it is an important time for fund managers to be communicating frequently with clients and prospects. The first quarter of 2017 has the potential to put a great deal of money in motion. In addition to the traditional fund sources and flows noted below, many investors may seek to seize new opportunities in sectors likely to benefit from the Trump administration.

With so much money changing hands, it’s important to ensure the financial advisor community knows your positioning, where you believe you can make money for their clients in 2017 and how your track record stacks up.

During a marketing bootcamp a few years ago, SunStar had the opportunity to work with a group of veteran Schwab advisors as part of a messaging and media training workshop. These men and women were the best of the best. 

Fall is upon us and winter is approaching! Most of us are guilty of neglecting to change the thermostat when we leave the house.

Many fund managers are turning to videos to give their newsletters a little something extra, but video isn’t easy. In fact, it brings with it almost as many questions as it does solutions: How can your firm produce engaging videos?

It’s well known that income inequality remains between genders. Much progress has been made and the gap is considerably smaller – but it still exists.

We’ve learned a lot from this election season about public relations, branding, communication, what to do and not to do…. Perhaps the most valuable lesson of all comes to us a cautionary tale.