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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. 

Marilyn Dale, Creative and Digital Services Director for SunStar, recently spoke with Jill Gregorie of IGNITES. Dale shared insights on building out firm 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.

The information that financial advisors want from fund managers has been revealed in new research.

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.

Logic suggests that fund managers can market to financial advisors as much as they want in an exploding market. Wrong. 

Amid the flood of information financial advisors receive, it can be hard to cut through the extraneous stuff to find valuable input. The good news for mutual fund companies is that financial advisors want the information they can provide — however, they do have some definite preferences about the type of information they need and how it’s delivered.

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