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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.
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.
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.
Oct
At Last! New Certification: Chartered SRI Counselor
A partnership between the College for Financial Planning and US SIF: The Forum for Sustainable and Responsible Investment has led to a new certification.
Oct
Make Your Data Pop
Have you ever seen someone's eyes glaze over as they're presented with data?
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!
Oct
SunStar Strategic Releases New Financial Advisor Research
SunStar's Kathryn Morrison released the exciting results of the joint research project with Discovery Database at today's Tiburon CEO Summit XXXV in San Francisco, CA, October 2018.
Oct
Press Release: SunStar Strategic Releases New Financial Advisor Research
Alexandria, Virginia – October 8, 2018: SunStar Strategic released the results of its joint financial advisor research project with Discovery Data today at the Tiburon CEO Summit XXV in San Francisco, CA.
Oct
Nike & Kaepernick – Revisionist PR
Nike, one of the most easily recognizable brands today, recently announced Colin Kaepernick is the new face of the “Just Do It” campaign.
Oct
Communicating With Investors In Uncertain Or Volatile Times
Periods of volatility and uncertainty are the best times to communicate with your investors.
