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Friday, 11 January 2019 08:48

The More You Know - Best Investment Books

There are many investment books written each year. Without digging in and reading each and every one how do you know which ones are best?

Tuesday, 08 January 2019 09:37

What NOT To Say In 2019

They don’t always make sense, but somehow, certain words or phrases always become popular and are often over-used.

Wednesday, 02 January 2019 09:22

2019: New Year, New Challenges

All signs point to changes ahead. Many believe we're entering a sustained bear market - are you prepared to talk to your clients about it?

Alex Bernhardt, Senior Responsible Investment Consultant at Mercer, says poor performance because of responsible investing is a myth that needs to be ignored.

2018 brought significant fluctuations in the market. Despite those challenges, wealth management remained one of the strongest sectors of financial services.

On December 4, 2018, Hennessy Funds hosted its 11th annual Market Outlook and Hennessy Cornerstone Mid Cap 30 Fund overview luncheon for the media. 

Thursday, 29 November 2018 06:30

Tough Times For Income Investors

Income investors have seen their share of tough times, but they are seeing improvements in that bond yields have climbed this year.

SunStar’s Marilyn Dale, Creative and Digital Services Director, spoke with Jill Gregorie of IGNITES. Dale offered recommendations on what fund companies should consider when building out their websites. 

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.

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.

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