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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?

Thursday, 23 August 2018 08:58

Skepticism is a good thing?

Many investors are skeptics when it comes to socially responsible investing. The folks at Forbes believe that might be a good thing.

The Morningstar Quantitative Rating was launched last year. They took a hard look at how the rating has performed thus far.

Monday, 13 August 2018 09:51

The Road To AUM

In our most recent podcast SunStar Strategic's, Jake Oxley, interviewed Sandra Powers Murphy, CEO of Noble Ark Ventures.

Tuesday, 14 August 2018 12:29

Taking Action For Marketing Success

Marketing efforts falling short? SunStar Strategic's Marilyn Dale contributed to a webinar hosted by Foreside Distributors. They discussed marketing challenges and actionable solutions which were compiled in our report from the webinar, Taking Action for Marketing Success. 

Thursday, 09 August 2018 09:07

Managing Sales - It's A Process

Have your marketing efforts hit a wall? SunStar Strategic's Marilyn Dale and Sondhelm Partners' Dan Sondhelm recently contributed to a webinar hosted by Foreside Distributors to address challenges marketers are facing. This is the final installment of our report from the webinar, Taking Action for Marketing Success. Take advantage of the tips and actionable items that were discussed.

Investors have embraced the new model of low-cost, passive investing and are turning away from high-cost active funds. 

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