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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!

08
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.

 

06
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.

03
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.

01
Oct

Communicating With Investors In Uncertain Or Volatile Times

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

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