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27
Aug
Aug
The “September Effect” is Looming
Going all the way back to 1950, September has traditionally seen poor…
22
Aug
Aug
20
Aug
Aug
Back To School – Help Your Clients With The Basics Of Investing
The investment universe is filled with lingo, acronyms, and concepts that aren’t…
02
Aug
Aug
Survival Of The Fittest? What’s In Store For Asset Management
2017 was a banner year for asset management but in 2018 assets…
31
Jul
Jul
Foreign Exposure – Yay Or Nay?
Many investors are reluctant to invest overseas. Over the past ten years,…
09
Jul
Jul
28
Jun
Jun
Changes Ahead For The Morningstar Analyst Rating
Morningstar has announced plans to change how they assign Morningstar Analyst Ratings…
18
Jun
Jun
Morningstar Releases Fund Flow Report For May 2019
Morningstar released its report on ETF and mutual fund flows this morning.
23
May
May
Funds That PAY Investors – What’s Looming On The Horizon
Investors know they pay a fee to invest in funds – it…
13
May
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
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
Mar
Keynote Speakers For SunStar’s 2019 Conference Announced
SunStar’s Conference, “Thriving in an Ever-Changing Industry,” will be held Monday and…
27
Mar
Mar
4 Industry Trends That Benefit Investors
Just like in life, change in the mutual fund industry is constant.
28
Feb
Feb
Changes Ahead For The Mutual Fund Industry?
Mutual Funds have changed quite a bit over the past decade –…
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.…