When you meet someone for the first time, it's a fairly natural reaction to smile, nod and extend one's hand. So, when you're invited to appear on TV, remember Bob Barker's parting words to his loyal Price is Right fans of 50 years: "I thank you, thank you, thank you for inviting me into your home." 

How many times have the words "sorry for the delay" appeared in your emails?

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.