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31
Oct

Ghosts, Ghouls and Goblins

The celebration of Halloween dates back to pagan times, and today is celebrated by many countries around the globe.

29
Oct

Media Interview Got You Spooked?

Don’t fret – a little preparation (and the right tools) goes a long way!

25
Oct
15
Oct

Wealth Professional: What Financial Advisors Want From Fund Managers

The information that financial advisors want from fund managers has been revealed in new research.

24
Oct

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.

08
Oct

MediaPost: Put It In An Email - That's How Financial Advisers Want Fund Manager Tips

Logic suggests that fund managers can market to financial advisors as much as they want in an exploding market. Wrong. 

12
Oct

ThinkAdvisor: What Advisors Want To Hear From Mutual Fund Firms

Amid the flood of information financial advisors receive, it can be hard to cut through the extraneous stuff to find valuable input. The good news for mutual fund companies is that financial advisors want the information they can provide — however, they do have some definite preferences about the type of information they need and how it’s delivered.

16
Oct

Make Your Data Pop

Have you ever seen someone's eyes glaze over as they're presented with data?

10
Oct

What DO Advisors Want? Research Results Revealed

SunStar partnered with Discovery Data on an exciting months-long research project and the results are in!

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