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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…
02
Jan

2019: New Year, New Challenges

All signs point to changes ahead. Many believe we're entering a sustained…
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

SunStar Strategic Releases New Financial Advisor Research

SunStar's Kathryn Morrison released the exciting results of the joint research project…
01
Oct

Communicating With Investors In Uncertain Or Volatile Times

Periods of volatility and uncertainty are the best times to communicate with…
17
Sep

How Active Should Active Manager Be?

Morningstar’s John Rekenthaler convened a panel of experts to discuss active management.
16
Aug

Analysis Of The Morningstar Quantitative Rating - Does It Work?

The Morningstar Quantitative Rating was launched last year. They took a hard…
13
Aug

The Road To AUM

In our most recent podcast SunStar Strategic's, Jake Oxley, interviewed Sandra Powers…
06
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

SEC Changes Improve Delivery Of Shareholder Reports

The Division Of Investment Management, the branch of the U.S. Securities and…
14
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

Asset Flows Increase Heading Into The Second Quarter

Morningstar, Inc. recently published their report about U.S. asset flows for March…
07
Mar

Tariffs? Trade Wars? What Does It All Mean?

If you turn on your television, flip on your radio, or check…
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.…
30
Jan

Ready, Set, Grow: What Does It Take To Grow Your Mutual Fund?

Are you ready to grow your mutual fund? Not sure where to…
19
Jan

When It Comes To Marketing ETFs Is There A Difference?

Some may shy away from marketing ETFs thinking it may be too…
17
Jan

Be A Port In A Storm - Put Your Communication Strategy Together

Do you have a communication strategy? When the markets experience turmoil, investors…
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? 
21
Nov

Copy of Giving Thanks for Straight Talk and Clear Communication

I know you know what AUM, basis points, and ROI mean. You…
31
Oct

Tips to Avoid Spooking Your Advisor Client

Market uncertainty and a bizarre presidential administration have made some financial advisors,…
23
Oct

It's All About The Story - Communicating in a Memorable and Meaningful Way

Marketing managers can spend hours on fact sheets, data and charts for…
05
Oct

Communicating in Times of Uncertainty

We are living in uncertain times. We've got a new administration, multiple…
12
Sep

Communicating During Volatility: Alleviating Investor Anxiety

September is historically the worst month for the stock market. Will the…
28
Aug

September is Looming: What Might that Mean for Your Mutual Fund?

Historically, the month of September is known for poor stock performance.
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