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SunStar’s Marilyn Dale, Creative and Digital Services Director, spoke with Jill Gregorie of IGNITES. Dale offered recommendations on what fund companies should consider when building out their websites. 

Kathryn Morrison, CEO, founder of SunStar Strategic participated as a panelist addressing “How Demographics Drive Change – Women and Millennials” at the Tiburon CEO Summit XXXV.

Wednesday, 24 October 2018 08:58

6 Trends In The Wealth Management Industry

SunStar’s president & CEO Kathryn Morrison recently spoke at Tiburon’s CEO Summit XXXV held in San Francisco, California on October 8 and 9, 2018. The event drew more than 200 C-level attendees.

Periods of volatility and uncertainty are the best times to communicate with your investors.

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.

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

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

Tuesday, 31 July 2018 15:13

The Case For PR - ROI/Growth

This is the fourth installment of our "Case for PR" series. We've put together a series of topics to examine the various ways in which a public relations strategy can help a firm grow.

Wednesday, 11 July 2018 06:12

Must I Have A Digital Presence?

Are your marketing efforts struggling? Not making the progress you anticipated? SunStar Strategic's Marilyn Dale recently contributed to a webinar with Foreside Distributors to address these issues. The webinar covered actionable ideas for marketers to help them start seeing success. This is the third installment of our report, Taking Action for Marketing Success.

Marketing success eluding you? SunStar Strategic's Marilyn Dale recently contributed to a webinar with Foreside Distributors. During the webinar they discussed actionable ideas to help marketers overcome current challenges. This is the second installment of our report, Taking Action for Marketing Success.

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