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Learn about the Surge in ETFs, Real Marketing that Works, Media Opportunities for Fund Managers and What Advisors Really Want.
The Conference is complimentary this year. Join us for two days, two panels each day, including time for Q&A. These Zoom events take place on July 20 & 21 from 2 - 3:30 ET. Come away with actionable ideas to grow your fund business. SunStar's annual fund conference is known as "one of the best conferences for small and mid-sized fund companies."
Panelists include ETF experts, fund marketers, financial journalists and financial advisors. Check out the full agenda and REGISTER here.
Sponsored by Cohen & Co. and Foreside
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Summer is almost upon us, which means more outdoor activities like going to the beach and swimming. It's almost impossible to sit in the sand without building something - whether it's just a mound of sand or an elaborate castle. If you were going to build a sandcastle, you would likely employ the same strategies to build a sandcastle that you would to grow a mutual fund.
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PR and marketing are similar to a jigsaw puzzle: no one piece will make it whole.
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Do you remember comedian George Carlin's infamous list of words that couldn't be uttered on TV?
We asked a sampling of mutual fund public relations and marketing professionals what words or phrases they absolutely dread hearing a portfolio manager utter and why. We’re sharing their input and comments anonymously so as to protect the guilty.
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Don't just send an email to send an email. Doing your research before you email can save you time and money AND help you keep them interested!
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SAVE THE DATE: Join your fund industry peers for our virtual conference.
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It can feel impossible to keep up with the financial news – from television to print to online to podcasts – news sources are churning out information at rapid rates on the constantly changing market.
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Unless they’re living under a rock, most investors have heard about ETFs.
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Everyone loves their sales team-when they close the deal. The job of the salesperson is to get out there, call on, meet with advisors and make the sale. But, are they feeling the love from the home office? Are you giving them the support they need?
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One of the most pressing issues for smaller asset managers today is getting onto platforms. They want to know how to do it and wonder why is it so difficult?
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Regulation Best Interest went into effect on June 30, 2020. The initial adjustment period is over and the SEC will be enforcing stricter compliance.
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Bruce Cameron, co-founder Berkshire Global Advisors, recently presented Understanding M&A and Current Valuations, at SunStar Strategic’s virtual conference, Strategies to Engage Advisors & Attract Assets.
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At SunStar Strategic’s virtual conference, Strategies to Engage Advisors & Attract Assets, Warren Miller, ISS Market Intelligence, tells fund managers how.
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Last week SunStar completed its first VIRTUAL Small Funds Conference and it was a resounding success!