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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. 

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.

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.

Periods of volatility and uncertainty are the best times to communicate with your investors.

Monday, 17 September 2018 06:07

How Active Should Active Manager Be?

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

The Morningstar Quantitative Rating was launched last year. They took a hard look at how the rating has performed thus far.

Investors have embraced the new model of low-cost, passive investing and are turning away from high-cost active funds. 

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