Shareholders - even the "little guys" - currently have the right to engage with the management of companies they own. 

A key to growing your fund is knowing your advisors. Most fund companies, unless they made a concerted effort and invested a fair amount of money, don’t really know who the advisors are that are recommending their funds. 

Great news, the answers we've all been waiting for regarding the application of FINRA rules governing communications with the public via social media and other emerging technologies have been released. 

SunStar Strategic webinar - An Inside Look: Mergers, Acquisitions & Private Equity Investments in the Asset Management Industry 

Interest in Socially Responsible Investing (SRI) continues to rise. In 2016 alone global assets under management in such strategies grew to $23 trillion.

“Reports of the death of active management are not just premature, they are altogether incorrect.”

Not long ago responsible and/or sustainable investing was a lot less popular. Many folks believed investing in that manner wouldn’t have positive returns and was best left to the “hippies.”

A wholesaler just left a voicemail that said, "I am following up from an email that I sent you last week regarding our interest rate outlook. I wanted to get your thoughts on our products and investment process."

Why do some fund firms receive more frequent and higher quality news media coverage than others? It could be one of many reasons. 

State incentives that support driving electric cars could make your life a whole lot easier.

All too often we hear about media opportunities that were lost or turned away because on the surface they seemed they might not be exactly the right fit. 

You've probably heard the expression "don't put the cart before the horse."  But, what would happen if you did?