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06
Feb
Feb
Financial Advice From Captain Kirk?
Taking financial advice from Star Trek? What? In a recent piece for…
05
Feb
Feb
What's Driving The Surge In M&A?
Activity in the Mergers and Acquisitions space is accelerating, but what's driving…
29
Jan
Jan
Port In A Storm: How To Help Clients During Volatile Times
Volatile markets and the inevitable feelings of uncertainty often lead investors to…
15
Jan
Jan
What's Ahead For ETFs In 2019?
Despite significant market turbulence in 2018, ETFs continued to grow in popularity…
11
Jan
Jan
The More You Know - Best Investment Books
There are many investment books written each year. Without digging in and…
08
Jan
Jan
What NOT To Say In 2019
They don’t always make sense, but somehow, certain words or phrases always…
02
Jan
Jan
2019: New Year, New Challenges
All signs point to changes ahead. Many believe we're entering a sustained…
14
Dec
Dec
What Will 2019 Look Like For Financial Advisors?
2018 brought significant fluctuations in the market. Despite those challenges, wealth management…
29
Nov
Nov
Tough Times For Income Investors
Income investors have seen their share of tough times, but they are…
07
Nov
Nov
How Demographics Drive Change – Women and Millennials
Kathryn Morrison, CEO, founder of SunStar Strategic participated as a panelist addressing…
24
Oct
Oct
6 Trends In The Wealth Management Industry
SunStar’s president & CEO Kathryn Morrison recently spoke at Tiburon’s CEO Summit…
10
Oct
Oct
What DO Advisors Want? Research Results Revealed
SunStar partnered with Discovery Data on an exciting months-long research project and…
08
Oct
Oct
SunStar Strategic Releases New Financial Advisor Research
SunStar's Kathryn Morrison released the exciting results of the joint research project…
01
Oct
Oct
Communicating With Investors In Uncertain Or Volatile Times
Periods of volatility and uncertainty are the best times to communicate with…
17
Sep
Sep
How Active Should Active Manager Be?
Morningstar’s John Rekenthaler convened a panel of experts to discuss active management.
16
Aug
Aug
Analysis Of The Morningstar Quantitative Rating - Does It Work?
The Morningstar Quantitative Rating was launched last year. They took a hard…
13
Aug
Aug
The Road To AUM
In our most recent podcast SunStar Strategic's, Jake Oxley, interviewed Sandra Powers…
06
Aug
Aug
U.S. Fund Flows Show Passive Investing Is On The Rise
Investors have embraced the new model of low-cost, passive investing and are…
21
Jun
Jun
SEC Changes Improve Delivery Of Shareholder Reports
The Division Of Investment Management, the branch of the U.S. Securities and…
14
May
May
4 Must-Haves For Your Mutual Fund’s PR/Marketing Plan
When approaching your PR and Marketing Plan it’s important to consider the…
09
May
May
Asset Flows Increase Heading Into The Second Quarter
Morningstar, Inc. recently published their report about U.S. asset flows for March…
07
Mar
Mar
Tariffs? Trade Wars? What Does It All Mean?
If you turn on your television, flip on your radio, or check…
14
Feb
Feb
Love Your Sales Team? Show Them!
A company without a good sales team won’t do well for long.…
06
Feb
Feb
Market Drop - No, It's Not Time To Panic
On Friday, February 2, the Dow Jones industrial average dropped 666 points.…
30
Jan
Jan
Ready, Set, Grow: What Does It Take To Grow Your Mutual Fund?
Are you ready to grow your mutual fund? Not sure where to…
19
Jan
Jan
When It Comes To Marketing ETFs Is There A Difference?
Some may shy away from marketing ETFs thinking it may be too…
17
Jan
Jan
Be A Port In A Storm - Put Your Communication Strategy Together
Do you have a communication strategy? When the markets experience turmoil, investors…
15
Jan
Jan
Celebrating Martin Luther King Jr.
Each January, on the third Monday of the month, we celebrate Dr.…
09
Jan
Jan
Is interest in actively managed funds on the rise?
Advisor Perspectives recently surveyed nearly 800 advisors regarding their allocations over the…
06
Dec
Dec
Are You Conference Ready?
Will 2018 find you attending industry conferences? Will you be ready?
21
Nov
Nov
Copy of Giving Thanks for Straight Talk and Clear Communication
I know you know what AUM, basis points, and ROI mean. You…
31
Oct
Oct
Tips to Avoid Spooking Your Advisor Client
Market uncertainty and a bizarre presidential administration have made some financial advisors,…
23
Oct
Oct
It's All About The Story - Communicating in a Memorable and Meaningful Way
Marketing managers can spend hours on fact sheets, data and charts for…
19
Oct
Oct
PR and Marketing are Both Integral Pieces to Promoting Your Mutual Fund
I think of PR and marketing the same way as I do…
05
Oct
Oct
Communicating in Times of Uncertainty
We are living in uncertain times. We've got a new administration, multiple…
12
Sep
Sep
Communicating During Volatility: Alleviating Investor Anxiety
September is historically the worst month for the stock market. Will the…
28
Aug
Aug
September is Looming: What Might that Mean for Your Mutual Fund?
Historically, the month of September is known for poor stock performance.