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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. 

When it comes to marketing your ETF – a one-size fits all approach isn’t likely going to bring much success.

Many asset managers are reluctant to begin a social media program. We live in a digital society and while it may seem daunting, you may want to consider jumping in.

Your firm might be the best around, but if no one has ever heard of you does it really matter?

Monday, 02 April 2018 11:36

Top Financial Advisors Named

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

Do you have a great product or story? It doesn't matter if no one knows about it.

Using technology to improve the investment process and enhance socially responsible investment tools.

Wednesday, 07 March 2018 09:00

Tariffs? Trade Wars? What Does It All Mean?

If you turn on your television, flip on your radio, or check your social media accounts, odds are you’ll hear or read something about tariffs.

Communicating is simple right? You open your mouth and words come out. Not so fast.

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