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12
Nov

Bonds Are Considered Safe. Are They?

Many investors choose bond funds for their portfolios or retirement plans because…
29
Oct

“I’ll Take Half!”

Schwab turns the investment industry topsy-turvy with the introduction of fractional investing…
11
Oct

Mutual Funds Holding Steady Despite Allure of ETFs

Despite predictions that the mutual fund industry would crumble, it continues to…
12
Sep

The Gig Is Up? Changes Ahead For The Gig Economy

California passed landmark legislation that could have major repercussions on the gig…
27
Aug

The “September Effect” is Looming

Going all the way back to 1950, September has traditionally seen poor…
22
Aug

Is It Time For Value?

It’s been 12 years since the last value cycle ended – is…
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…
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…
31
Jul

Foreign Exposure – Yay Or Nay?

Many investors are reluctant to invest overseas. Over the past ten years,…
09
Jul

The Q2 Review

While the municipal markets saw slow and steady gains the credit markets…
28
Jun

Changes Ahead For The Morningstar Analyst Rating

Morningstar has announced plans to change how they assign Morningstar Analyst Ratings…
18
Jun

Morningstar Releases Fund Flow Report For May 2019

Morningstar released its report on ETF and mutual fund flows this morning.
23
May

Funds That PAY Investors – What’s Looming On The Horizon

Investors know they pay a fee to invest in funds – it…
13
May

Stock Market Volatility – Can It Be A Good Thing?

Thus far in 2019, the stock market had been performing fairly well-investors…
19
Apr

Thriving In An Ever-Changing Industry

SunStar Strategic's 2019 Mutual Fund Conference, Thriving in an ever-changing industry, is designed for…
28
Mar

Keynote Speakers For SunStar’s 2019 Conference Announced

SunStar’s Conference, “Thriving in an Ever-Changing Industry,” will be held Monday and…
27
Mar

4 Industry Trends That Benefit Investors

Just like in life, change in the mutual fund industry is constant.
28
Feb

Changes Ahead For The Mutual Fund Industry?

Mutual Funds have changed quite a bit over the past decade –…
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…
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