Mutual Funds have changed quite a bit over the past decade – is that trend likely to continue?

Taking financial advice from Star Trek? What? In a recent piece for Bloomberg, Mark Gilbert suggests doing just that based on a new approach shared on the Epsilon Theory website.

Activity in the Mergers and Acquisitions space is accelerating, but what's driving the spike? 

Volatile markets and the inevitable feelings of uncertainty often lead investors to make irrational decisions. Once conditions stabilize investors are often left with feelings of regret.

Despite significant market turbulence in 2018, ETFs continued to grow in popularity and gain assets.

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?

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

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?

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

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

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.

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.