Name: An Exclusive Look into Enterprise Analytics
Start: 2023-09-07T15:00:00Z
End: 2023-09-07T15:00:34.000Z
Location: BrightTALK
Rating: 1

Investment research and analysis for financial professionals. Unpack the latest investing trends. When you subscribe to the channel, you unlock unlimited access to tips on portfolio management, investment planning, business growth, and more. 

Discover how tightly coupled financial data integration within CRMs can revolutionize financial advisory services by enhancing decision-making, elevating customer experiences, and boosting operational efficiency.

CRMs for Advisors: Why Tightly Coupled Financial Data Integration Is Critical

Get an update on Personal Financial Data Rights Rule, hear about the developments on Open Banking and other important financial data categories like student loans (STOP ACT), workplace savings and annuities (NAIC Model Privacy Act).

Personal Financial Data Rights Rule Round Up

Join industry leaders for an insightful discussion on the key Wealthtech trends of 2025 and early predictions for 2026, offering wealthtechs a strategic edge in navigating the future of financial technology.

2025 Wealthtech Trends & Early Predictions for 2026: The Industry Tech Talk

Discover how leveraging automated tax lot data can transform your rebalancing process by enhancing the advisor experience with efficiency, optimizing tax management, and delivering personalized portfolio solutions.

Wealthtechs: Increase Advisor Efficiencies with Automated Tax Lot Data for Rebalancing

Join Preston Caldwell, Chief U.S. Economist, for a deep dive into our U.S. economic outlook for 2025 and beyond. Register now for all the details plus client-friendly charts to enhance your client conversations!

Q2 2025 U.S. Economic Outlook

Join our webinar to see how ByAllAccounts' Custodial Data Feed Network and new advisor onboarding process transforms a traditionally frustrating experience into a streamlined, efficient journey.

Wealthtechs: Level-up Your Advisor Book of Business Data Access

How can investors benefit from thoughtful customization? Explore the custom model portfolio landscape, an emerging investment tool for financial advisors navigating modern client demands. Morningstar’s inaugural Custom Model Portfolio Landscape report unpacks the evolution of custom models. Most recently, custom models showcased their explosive growth—reaching over $125 billion in assets in 2024—and increased adoption as a highly valued middle ground between off-the-shelf solutions and unique client portfolios. 

Join Jason Kephart, Director of Multi-Asset Ratings; Stephen Margaria, Multi-Asset and Alternative Strategies Analyst; and Danielle Labotka, Behavioral Scientist as they share actionable insights to leverage for key customization strategies. These strategies include fund substitutions, introducing new asset classes, streamlining fund lineups, and tailoring strategic asset allocations to meet clients' specific preferences and goals.  

We'll also address how advisors can balance cost-efficiency, risk management, and client-specific investment goals by making informed alterations to third-party models. Hear real-world examples of customization, ranging from incorporating cryptocurrencies to adjusting bond fund exposures, and learn the potential implications for portfolio performance, cost structures, and risk profiles. 

Our expert agenda explores market leaders such as BlackRock and Wilshire, which together dominate over 70% of the custom model space, as well as rising providers like J.P. Morgan and American Funds. We’ll also discuss barriers to adoption, such as concerns over control and flexibility, and offer practical solutions for advisors considering customization. 

In this webinar, we’ll explore:  
- How custom model portfolios are reshaping investment management. 
- Practical client-focused strategies for tailoring portfolios. 
- Future trends and market opportunities in portfolio customization.

Navigate Custom Model Portfolios with Morningstar Analysts

Advisory firms are navigating an increasingly complex landscape, with technology playing a critical role in client success and operational efficiency. But managing too many technology providers can lead to unnecessary risks, inefficiencies, and costs.

Join us for an insightful webinar where industry experts will explore the challenges of multi-provider tech environments and how your firm can simplify and streamline without compromising on performance or innovation.

What you’ll learn:
• The top cybersecurity risks tied to multiple technology providers—and how to mitigate them.
• How streamlined data management improves consistency, accuracy, and decision-making.
• Meeting evolving client expectations with a cohesive tech stack.
• Managing costs while scaling for growth in a complex investment landscape.
• Best practices for selecting and consolidating technology providers strategically.

The Hidden Costs (and Headaches) of Too Many Providers—and How to Avoid This

Join us for an insightful panel discussion with three financial professionals who have successfully integrated Morningstar’s Advisor Workstation into their daily workflows. During this webinar, you'll discover how they use Morningstar to streamline portfolio management, perform in-depth research, and create impactful client reports.

Key topics include:
1. How Advisor Workstation enhances client engagement and efficiency
2. Key tools like Morningstar Ratings, Model Portfolios, X-Ray Reports, and more
3. Best practices for onboarding and training
4. Practical advice for new and experienced Morningstar users

Whether you’re new to Advisor Workstation or a seasoned user, this session will provide actionable insights to help you maximize the platform and deliver better outcomes for your clients.

Peerspectives: Real Advisors, Real Results. How Morningstar Transforms Financial Planning

Join Preston Caldwell, Chief US Economist, for a deep dive into our US economic outlook for 2025 and beyond. 

This webinar will delve deeply into the economic indicators that shape the current financial landscape, providing you with a comprehensive analysis of emerging patterns. Preston Caldwell will examine the factors influencing the U.S. economy's resilience and assess whether a rise in bond yield signals concern about US government fiscal health. Attendees will gain an understanding of projected economic growth rates and the variables that could alter these predictions. Additionally, you will be equipped with data-driven insights that can fortify your financial planning and investment decisions. Secure your knowledge edge in a rapidly changing market with this indispensable session.

Register now for all the details plus client-friendly charts to enhance your conversations!

Q1 2025 U.S. Economic Outlook: Does the Rise In Bond Yield Signal Concern About U.S. Government Fiscal Health?

What is the highest safe starting withdrawal rate? Morningstar’s latest State of Retirement Income report  finds that retirees can withdraw as much as 3.7% as an initial spending rate for a 30-year horizon, factoring in current conditions such as high equity valuations and low bond yields.  

Join Morningstar's analysts— Director of Personal Finance and Retirement Planning Christine Benz, Director of Multi-Asset Ratings in Global Manager Research Jason Kephart, and Portfolio Strategist Amy Arnott —for an exclusive deep dive into the research. In this webinar, we’ll walk through retirement withdrawal strategies, the role of guaranteed lifetime income, and more to help you maximize your clients’ retirement income.  

Our discussion will include: 

- A thorough analysis and application of our safe withdrawal rate  
- How flexible withdrawal strategies can help retirees maximize consumption 
- Why guaranteed lifetime income is important in the interplay between portfolio spending and dynamic income strategies

Navigating the Future of Retirement Income: Trends, Strategies, and Insights

Private markets are becoming a bigger part of the global economy, and investors want a piece of the pie.

Join Morningstar CEO Kunal Kapoor and experts from Morningstar Indexes and PitchBook in this live webinar as they discuss the prospects for greater access to private markets and how new developments like the Morningstar PitchBook Unicorn 30 Index can help investors understand and measure the markets.

Speakers:
Kunal Kapoor, CEO, Morningstar
Sanjay Arya, Head of Innovation, Morningstar Indexes
Dan Cook, Global Head of Quantitative Research & Market Intelligence, PitchBook

Investors First: Demystifying Private Capital Markets

Join us for an insightful webinar designed to help financial advisors strengthen their value when communicating with clients and prospects. Learn how to leverage advanced research tools, Morningstar data, and intuitive features to provide clear, confident guidance on investment decisions. 

We'll cover how to: 
- Present compelling stories backed by data
- Perform in-depth portfolio analysis
- Use side-by-side comparisons to highlight key insights. 

This webinar will equip you with the knowledge and confidence to showcase your expertise, build trust, and enhance client engagement in a way that sets you apart from the competition.

Confident Conversations: Enhance Your Client Interactions with Morningstar Insights

Data can be both a blessing and a curse. It can expose opportunities but only with the right tools and processes in place.

Learn how to use Morningstar Direct’s Performance Reporting module to build custom reports at scale. Our expert speakers will share tips to help you improve your processes and expedite your reporting and due diligence efforts.

In this discussion, you’ll learn:
- What the Performance Reporting tool is
- How power users are leveraging its advanced reporting capabilities
- How to build, format, and automate a report for comprehensive-yet-clear reporting

Learn to Master Custom Reporting at Scale with Morningstar Direct

Wealth management enterprises increasingly need streamlined data aggregation and integration solutions to meet compliance requirements and improve advisor productivity. But how can your firm leverage these tools to maximize engagement and efficiency?

In this webinar you’ll discover how data integration and the resulting actionable insights can improve advisors’ operational efficiencies, so they have more time to focus on relationship management and planning.

Key Takeaways:
- Learn how streamlined data integration can improve efficiency for enterprises and their advisors. 
- Understand how data integration functionalities effectively capture client financial data, significantly boost advisor productivity, and streamline enterprise compliance oversight. 
- Explore how an integrated data network can simplify custodial connections, reduce development demands, and opens new opportunities to serve more advisors. 

Don’t miss this opportunity to elevate advisor compliance and efficiency.

Streamline Data Integration for Enhanced Compliance and Advisor Efficiency

Join us as we kick off 2025 in session of Morningstar’s Quarterly Compliance Series, designed to equip compliance leaders with the latest updates and actionable insights to stay ahead of regulatory requirements. 

As regulatory expectations evolve, compliance leaders face increasing pressure to adapt to new Anti-Money Laundering (AML) requirements and heightened privacy rules under Reg S-P. Missing critical updates can lead to costly fines, reputational damage, and operational disruption. 

In this exclusive quarterly series, Morningstar experts will deliver the latest insights to help you navigate these shifting landscapes with confidence and precision. 

Key Takeaways: 
- The most recent AML requirements and their impact on your compliance strategy. 
- What the SEC's updated Reg S-P privacy rules mean for your firm. 
- Actionable steps to ensure compliance and mitigate regulatory risks. 
- Insights into future trends shaping the advisory firm compliance landscape. 

Don't leave your firm unprepared. Reserve your spot now to stay informed and ahead of the curve.

Compliance Corner Series Pt. 1: Critical Updates on AML and Reg S-P Compliance

The transformational nature of emerging AI combined with moderating inflation, declining long-term interest rates, easing monetary policy, and a soft economic landing has provided the tailwind needed to push the stock market to new highs. Yet the wildcard in play for 2025 is the potential implementation of tariffs by the incoming Trump administration. The key question for investors will be: how much of the tariff talk was campaign trail rhetoric versus to what extent, when, and where will tariffs be applied? In a world of high valuations and potential for high volatility, we think portfolio positioning is even more important than ever.    

Join Morningstar’s Dave Sekera, CFA, Chief US Market Strategist and Preston Caldwell, Chief US Economist as they review why we expect the economy will re-accelerate in the second half of 2025 and which areas in the market still offer upside opportunities. 

Learn where we see undervalued opportunities to overweight, overvalued sectors & stocks to underweight, and how we expect the US economy will play out over the course of this year. In this webinar, we’ll: 

- Break down our valuations and identify undervalued opportunities
- Highlight long-term secular growth themes and investable contrarian plays.  
- Provide our forecasts for real US GDP, inflation, and interest rates. 

In our market outlook, we utilize a bottom-up perspective to determine market valuation. By leveraging off of the 1,600 companies covered by Morningstar's equity analysts, we identify which areas are undervalued versus which are overvalued. From growth stocks to value stocks and from small-cap to large-cap, we’ll identify where we see value today. Following the presentation, we’ll take as many questions from the audience as time allows.

This webinar has been accepted by the CFP® Board for one continuing education (CE) credit for CFP® designations.

Morningstar's Q1 2025 US Market Outlook: Markets Priced to Perfection, But Will It Last?

Join Morningstar's Chief Research and Investment Officer, Dan Kemp, and our panel of analysts for a comprehensive look ahead to 2025. As we navigate a potential shift in economic conditions, traditional investment strategies may require a fresh perspective. Whether you're a financial advisor, or an investment professional, this webinar will provide valuable insights to help you make informed decisions in the year ahead.

Our panel includes:  
- Dominic Pappalardo, Chief Multi-Asset Strategist 
- Brian Moriarty, Strategist, U.S. Fixed Income Strategies  
- Danielle Labotka, Behavioral Scientist, Research and Investments 
- Dave Sekera, Senior U.S. Market Strategist

In this webinar, we'll discuss critical topics shaping the 2025 investment landscape:  
- Finding Returns in a Falling Interest Rate Environment: Discover alternative strategies for navigating a low-interest-rate landscape. 
- The Pros and Cons of Investing in Private Assets: Understand the potential and pitfalls of private assets as they gain prominence. 
- The Impact of AI on Investing in 2025: Explore how AI is reshaping the investment industry and where the opportunities lie.

Morningstar’s 2025 Outlook: Investment Strategies for the Year Ahead

Be one of the first to see our new Compliance Package featuring Document Publisher & Enterprise Analytics. Join us as we preview new capabilities specifically for home-offices including:
- Hearing how we can help you face compliance challenges with our recommended Compliance Package including Document Publisher & Enterprise Analytics.
- Understand how Document Publisher can help you maintain your books & records.
- See the first live demo of Enterprise Analytics featuring our Compliance Dashboard that can provide your firm with actionable insights to ensure compliance with specific regulations.
- Get a glimpse into the Insights Dashboard within Enterprise Analytics that shares insights into your firm’s advisory business, Workstation product usage, and more.

An Exclusive Look into Enterprise Analytics

Morningstar

Welcome to the UK wealth managers community on BrightTALK! Join thousands of UK wealth managers on BrightTALK to share and learn about wealth planning, the best investment funds and more. Browse hundreds of on-demand webinars and videos presented by recognized wealth management professionals and increase your engagement by participating in live interactive webinars.

UK Wealth Managers

Welcome to the US financial advisor community on BrightTALK. Join the community to learn alongside thousands of financial advisors and registered investment advisors. Access relevant and timely content on investment products and strategies, regulations and compliance and the market landscape. You can also find practice management insights on topics such as client acquisition and retention, life planning, marketing and social media best practices.

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Welcome to the US wealth managers community on BrightTALK. Join this community to hear industry experts share market, compliance, legal, tax and fund updates and analysis. You can also find helpful tips on financial planning, asset allocation, portfolio management and engaging and retaining high net-worth (HNW) clients.

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An Exclusive Look into Enterprise Analytics

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