Name: Top Questions from LPL Advisors
Start: 2024-05-21T15:00:00Z
End: 2024-05-21T15:00:46.000Z
Location: BrightTALK
Rating: 2.7

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. 

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

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

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

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

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 Index Innovation, Morningstar Indexes
Dan Cook, Global Head of Quantitative Research & Market Intelligence, PitchBook

Investors First: Demystifying Private Capital Markets

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

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

Victory over high inflation seemed within sight at the end of 2023. But then core inflation jumped to 3.7% (q/q, annualized) in Q1 2024. This inflation surprise - in conjunction with a continued robust pace of economic expansion - has significantly delayed expectations of Fed interest rate cuts. Some investors think the Fed won't start cutting until 2025, and there are even murmurs about additional rate hikes.

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

Q4 2024 U.S. Economic Outlook: Has Recession Risk Disappeared?

Chart a course through the financial aspirations of your clients with Morningstar’s goals-based planning features. Anchor your advice in the objectives that matter most to those you serve.

Investing with Intent: Goals-Based Investment Planning

Tax efficiency isn't just a strategy—it's a service. Learn how to apply tax-sensitive rebalancing and tactical trading methodologies within the Morningstar platform to enhance your clients' after-tax returns.

Tax-Smart Investing: Tax Sensitive Rebalancing and Tactical Trading

As 27% of advisors plan to expand their offerings next year, how will you stand out and stay ahead?

Morningstar and Broadridge are teaming up to bring cutting-edge Securities-Based Lending (SBL) tools into Advisor Workstation. These tools are designed to help you strengthen client relationships and enhance your practice with advanced lending solutions.

In this exclusive fireside chat and demo, you’ll discover:

- Emerging trends: How market conditions are creating new SBL opportunities.
- Strategic timing: When and how to introduce SBL to deepen client relationships.
- Seamless integration: A live demo of Broadridge’s integration available to Advisor Workstation subscribers.

Join us to explore how these tools can help you lead the way in 2025 and beyond!

Expanding Your Service Offerings in 2025: Leveraging Securities-Based Lending Tools with Morningstar & Broadridge

Understand how to build portfolios that resonate with the values and sustainability goals of your clients.

The Art of Portfolio Analysis: Crafting Personalized Portfolios

In the age of information, clarity is key. Excel in creating client reports and custom presentations that communicate complex financial data with simplicity and precision. Transform client conversations into winning strategies for success.

Winning Client Conversations: Mastering Client Reporting & Custom Presentations

In this webinar, we will be discussing the top questions that we get from LPL advisors. We will cover a wide range of topics, including: - How to use Morningstar's research portal to improve your portfolio management - How to integrate Morningstar's data and research with ClientWorks - Upcoming enhancements to Morningstar's data and platform We will also have a Q&A panel with members of the Morningstar business development team, so you will have a chance to ask your own questions. This webinar is a great opportunity to learn about the latest trends in the industry and how you can use Advisor Workstation to improve your practice.

Webinar Speakers: 
- Rachel Sears
- Benjamin Myers
- Dylan Flood
- Maeve Doonan

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.

US Financial Advisors

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.

US Wealth Managers

Effective financial management strategies can help organizations meet their business objectives. The financial management community on BrightTALK is made up of engaged finance and accounting professionals. Find relevant webinars and roundtable discussions featuring financial planning advice from industry thought leaders and insights into optimizing financial reporting, accounting, risk management and value measurement.

Financial Regulation

This community is for investors who work within the European market providing client and portfolio management advice. Join to learn from trusted investors on the latest trends and account strategies for delivering consistent results and long term success.

European Investors

This community is for institutional investors responsible for managing large-scale funds. Join to learn how top institutional investors are managing their organization’s shares, influencing the market, and what tips they have for successful investment strategies.

Institutional Investors

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

Top Questions from LPL Advisors

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