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13
May

Stock Market Volatility – Can It Be A Good Thing?

Thus far in 2019, the stock market had been performing fairly well-investors…
19
Apr

Thriving In An Ever-Changing Industry

SunStar Strategic's 2019 Mutual Fund Conference, Thriving in an ever-changing industry, is designed for…
28
Mar
06
Feb

Financial Advice From Captain Kirk?

Taking financial advice from Star Trek? What? In a recent piece for…
05
Feb

What's Driving The Surge In M&A?

Activity in the Mergers and Acquisitions space is accelerating, but what's driving…
29
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

What's Ahead For ETFs In 2019?

Despite significant market turbulence in 2018, ETFs continued to grow in popularity…
11
Jan

The More You Know - Best Investment Books

There are many investment books written each year. Without digging in and…
08
Jan

What NOT To Say In 2019

They don’t always make sense, but somehow, certain words or phrases always…
14
Dec

What Will 2019 Look Like For Financial Advisors?

2018 brought significant fluctuations in the market. Despite those challenges, wealth management…
29
Nov

Tough Times For Income Investors

Income investors have seen their share of tough times, but they are…
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? 
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