+1 (703) 299-8390
300 N. Washington St. | Suite 505 | Alexandria, VA 22314
07
Nov

How Demographics Drive Change – Women and Millennials

Kathryn Morrison, CEO, founder of SunStar Strategic participated as a panelist addressing…
24
Oct

6 Trends In The Wealth Management Industry

SunStar’s president & CEO Kathryn Morrison recently spoke at Tiburon’s CEO Summit…
10
Oct

What DO Advisors Want? Research Results Revealed

SunStar partnered with Discovery Data on an exciting months-long research project and…
08
Oct
17
Sep

How Active Should Active Manager Be?

Morningstar’s John Rekenthaler convened a panel of experts to discuss active management.
13
Aug

The Road To AUM

In our most recent podcast SunStar Strategic's, Jake Oxley, interviewed Sandra Powers…
06
Aug
21
Jun

SEC Changes Improve Delivery Of Shareholder Reports

The Division Of Investment Management, the branch of the U.S. Securities and…
14
May
09
May
07
Mar
14
Feb

Love Your Sales Team? Show Them!

A company without a good sales team won’t do well for long.…
06
Feb

Market Drop - No, It's Not Time To Panic

On Friday, February 2, the Dow Jones industrial average dropped 666 points.…
15
Jan

Celebrating Martin Luther King Jr.

Each January, on the third Monday of the month, we celebrate Dr.…
09
Jan

Is interest in actively managed funds on the rise?

Advisor Perspectives recently surveyed nearly 800 advisors regarding their allocations over the…
06
Dec

Are You Conference Ready?

Will 2018 find you attending industry conferences? Will you be ready? 
31
Oct

Tips to Avoid Spooking Your Advisor Client

Market uncertainty and a bizarre presidential administration have made some financial advisors,…
05
Oct

Communicating in Times of Uncertainty

We are living in uncertain times. We've got a new administration, multiple…
21
Aug

What's Ahead for Advisors? A Mid-Year Review

Financial advisors aren't typically lacking for access to information - in fact,…
14
Aug

DOL Rule Delay - What Does it Mean?

The Department of Labor's fiduciary rule had a "soft opening" on June…
31
Jul

Conference Season is Upon Us!

Exhibiting at an industry conference? Just attending? In either case, you've likely paid…
24
Jul

Don't Take the Bait - Avoid Discussing Politics During Your Media Interview

The political landscape today is fraught with turbulence. It seems like almost…
17
Jul

3 Emerging Trends in Investing

Change is inevitable. In modern society we're seeing changes in all areas…
10
Jul
27
Jun

What's the Big Deal About Millennials?

It seems like everywhere you look people are talking about millennials. If…
Page 1 of 3

Subscribe to Mutual Funds

Enter your email address:

Most Popular Posts

Share