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Outlining the difficulties ahead as the trends seem to be strongly in place

The trend toward passive investment strategies, and away from active asset management, will accelerate, according to Moody’s. 

Thursday, 22 September 2016 16:16

3 Tips for Creating an Unstoppable Marketing Plan

Marketing is a hurdle that all businesses face. The question is, how do they overcome it? Read on to find out. 

You’re a busy portfolio manager and your firm tells you to go through media training before you start talking with the media.  You may think, “Why?  I am smart and I know what I am doing. I just don’t have the time!  I have shareholders in need.”

There are a million different ideas about branding and marketing floating around. The words are frequently interchanged, so it’s easy to lose sight of what each means individually. 

In this day and age, the Internet connects us with friends, colleagues and potential clients. We rely on social media platforms to connect us to people that we wouldn’t meet every day.

Creating a media presence is a great way to keep your current clients in the know and get potential clients interested in services your company provides. 

The mutual fund industry is changing, and fast.

We've got a lot to say on about branding, and marketing, and recently spoke with SunStar's Kathryn Morrison for her take on the topic-you can find that conversation here. Today, we’ll continue by getting a different point-of-view, this time from SunStar Strategic’s Melissa Murphy.

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