Solving the Personalization Equation to Unlock Growth

For the past decade, the market has encouraged advisors to prioritize client engagement and outsource portfolio management. Now the tables have turned, and the market is demanding that advisors customize each client’s portfolio based on their financial and personal motivations. How can advisors balance broad personalization while maintaining scale? Join us for a discussion on the journey to personalization and choosing the right toolkit: • Building trust and the importance of a goals-based financial plan • The rise of model portfolios and emphasis on increased efficiency • When to employ direct indexing and highly tailored portfolios • Leveraging the personalization equation to determine the best investment approach Panelists: Thomas Aviles, Vice President, Business Development – Financial Planning, Morningstar Inc. Cindy Galiano, Head of Product, Investment Management, Morningstar Investment Management LLC Michael Herbst, Director, Models & Institutional Investments, Morningstar Inc. Marta Norton, Chief Investment Officer, Morningstar Investment Management LLC Moderated by Matthew Radgowski, Head of Client Solutions, Advisor Segment, Morningstar Inc.