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Kathryn Morrison, CEO, founder of SunStar Strategic participated as a panelist addressing “How Demographics Drive Change – Women and Millennials” at the Tiburon CEO Summit XXXV.

The information that financial advisors want from fund managers has been revealed in new research.

Wednesday, 24 October 2018 08:58

6 Trends In The Wealth Management Industry

SunStar’s president & CEO Kathryn Morrison recently spoke at Tiburon’s CEO Summit XXXV held in San Francisco, California on October 8 and 9, 2018. The event drew more than 200 C-level attendees.

Logic suggests that fund managers can market to financial advisors as much as they want in an exploding market. Wrong. 

Amid the flood of information financial advisors receive, it can be hard to cut through the extraneous stuff to find valuable input. The good news for mutual fund companies is that financial advisors want the information they can provide — however, they do have some definite preferences about the type of information they need and how it’s delivered.

Tuesday, 16 October 2018 16:28

Make Your Data Pop

Have you ever seen someone's eyes glaze over as they're presented with data?

SunStar partnered with Discovery Data on an exciting months-long research project and the results are in!

SunStar's Kathryn Morrison released the exciting results of the joint research project with Discovery Database at today's Tiburon CEO Summit XXXV in San Francisco, CA, October 2018.

 

Alexandria, Virginia – October 8, 2018: SunStar Strategic released the results of its joint financial advisor research project with Discovery Data today at the Tiburon CEO Summit XXV in San Francisco, CA.

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