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19
Mar
What Can You Do As Investors Melt Down Over Coronavirus?
The Coronavirus and its impact on our health and economies across the…
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06
Mar
Can Volatility Be An Opportunity For Advisors?
Volatile times can be stressful for both investors and advisors but they…
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04
Mar
The Market’s Wild Ride
Saying the market has been unpredictable lately is like saying Florida has…
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25
Feb
Is It Time To Panic?
The markets took an incredible tumble yesterday – the third biggest daily…
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14
Feb
Show Your Sales Team a Little Love This Valentine's Day
Everyone loves their sales team-when they close the deal. The job of…
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31
Jan
ETFs In 2020
Industry leaders gathered in Hollywood, Florida this week to discuss themes and…
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24
Jan
What Can Advisors Learn From Tiger Woods?
Advisors have a lot in common with athletes and can learn from…
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20
Jan
Remembering Martin Luther King Jr.
On this day, the third Monday in January, we observe Martin Luther…
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16
Jan
WEBINAR: Build a Resilient Firm to Weather the Next Market Downturn
Fee pressure continues to increase while profitability is weakening for asset managers.…
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10
Jan
Are your Clients Being Driven by Fear?
Uncertainty and volatility often lead people to make irrational decisions in the…
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07
Jan
Things To Consider Before Moving Completely From Mutual Funds To ETFs
ETFs continue their steady growth and are predicted to have over $50…
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20
Dec
Bond Index Investing: A 2020 Trend?
Bond index investing is on the rise. Morningstar explored the growing trend.
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21
Nov
5 Key Trends In ETFs
ETFs have continued to grow since their arrival in the early 1990s.…
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12
Nov
Bonds Are Considered Safe. Are They?
Many investors choose bond funds for their portfolios or retirement plans because…
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29
Oct
“I’ll Take Half!”
Schwab turns the investment industry topsy-turvy with the introduction of fractional investing…
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11
Oct
Mutual Funds Holding Steady Despite Allure of ETFs
Despite predictions that the mutual fund industry would crumble, it continues to…
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12
Sep
The Gig Is Up? Changes Ahead For The Gig Economy
California passed landmark legislation that could have major repercussions on the gig…
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11
Sep
We Remember The 9/11 Fallen
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27
Aug
The “September Effect” is Looming
Going all the way back to 1950, September has traditionally seen poor…
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22
Aug
Is It Time For Value?
It’s been 12 years since the last value cycle ended – is…
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20
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…
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02
Aug
Survival Of The Fittest? What’s In Store For Asset Management
2017 was a banner year for asset management but in 2018 assets…
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31
Jul
Foreign Exposure – Yay Or Nay?
Many investors are reluctant to invest overseas. Over the past ten years,…
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09
Jul
The Q2 Review
While the municipal markets saw slow and steady gains the credit markets…
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28
Jun
Changes Ahead For The Morningstar Analyst Rating
Morningstar has announced plans to change how they assign Morningstar Analyst Ratings…
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18
Jun
Morningstar Releases Fund Flow Report For May 2019
Morningstar released its report on ETF and mutual fund flows this morning.
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23
May
Funds That PAY Investors – What’s Looming On The Horizon
Investors know they pay a fee to invest in funds – it…
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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…
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19
Apr
Thriving In An Ever-Changing Industry
SunStar Strategic's 2019 Mutual Fund Conference, Thriving in an ever-changing industry, is designed for…
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28
Mar
Keynote Speakers For SunStar’s 2019 Conference Announced
SunStar’s Conference, “Thriving in an Ever-Changing Industry,” will be held Monday and…
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27
Mar
4 Industry Trends That Benefit Investors
Just like in life, change in the mutual fund industry is constant.
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28
Feb
Changes Ahead For The Mutual Fund Industry?
Mutual Funds have changed quite a bit over the past decade –…
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06
Feb
Financial Advice From Captain Kirk?
Taking financial advice from Star Trek? What? In a recent piece for…
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05
Feb
What's Driving The Surge In M&A?
Activity in the Mergers and Acquisitions space is accelerating, but what's driving…
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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…
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15
Jan
What's Ahead For ETFs In 2019?
Despite significant market turbulence in 2018, ETFs continued to grow in popularity…
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11
Jan
The More You Know - Best Investment Books
There are many investment books written each year. Without digging in and…
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More...
What NOT To Say In 2019
2019: New Year, New Challenges
What Will 2019 Look Like For Financial Advisors?
Tough Times For Income Investors
How Demographics Drive Change – Women and Millennials
6 Trends In The Wealth Management Industry
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