Name: The Great Wealth Transfer: How to support advisors & grow your advisory firm
Start: 2024-06-04T16:00:00Z
End: 2024-06-04T16:00:50.000Z
Location: BrightTALK
Rating: 5

Periodic webinars showcasing the latest insights into market trends & regulation from Morningstar Research. 

Hear from innovators in the wealth technology space and what they are seeing as emerging trends & what to expect in 2025.

Top Wealthtech Trends Shaping the Future of Advisory Services

Join us for an exclusive webinar designed to arm wealthtech innovators with essential tools and knowledge by harnessing ByAllAccounts APIs to integrate and securely access user-permissioned financial data within their platforms. Get ready to transform your integration capabilities and get to market faster. 

Hosted by ByAllAccounts experts Hazal Sabah, senior product manager, and Clay Molina, solutions architect, this session promises to deliver a hands-on experience using ByAllAccounts APIs and the tools available on the Developer Hub. Here’s what you’ll gain:

Deep Dive into the ByAllAccounts Developer Hub
• Use Cases for Investors & Advisors: Discover how ByAllAccounts APIs enhance various workflows tailored for both investor and advisor workflows.
• Tour Developer Resources: Get acquainted with detailed API and development documentation, including guides and recipes, to ensure seamless integration.

Interactive API Demo in Postman
• Step-by-Step Demo: Watch a live demo showing sample API calls, highlighting practical applications, and troubleshooting tips.

This webinar is ideal for developers, technical leads, and innovators in the wealthtech industry looking to sharpen their skills and leverage the full potential of ByAllAccounts APIs. We look forward to seeing you there!

Empowering Wealthtech Innovators: A Developer's Workshop on ByAllAccounts APIs

To remain competitive, today’s asset managers must constantly reassess and adjust their portfolios. This means sharing out comprehensive-yet-understandable reports. 
Join us as we walk through best practices in generating customized reports. In this webinar, we’ll review how to:
• Build custom collateral for internal and external distribution
• Automate reports for recurring analyses
• Generate side-by-side comparisons
• Use Presentation Studio in Morningstar Direct for comprehensive recommendations

Master Investment Recommendations with Presentation Studio in Morningstar Direct

Over the past one and a half years, 56% of the market’s return can be attributed to just ten stocks–and no theme has been more dominant than artificial intelligence. Of these ten stocks, seven were rated either 4- or 5-stars at the beginning of 2023. However, at this point, only one remains 4-star rated and four are now rated 2-stars. Generally, the obvious beneficiaries from AI are largely fully valued to overvalued. Looking forward, we expect excess returns will come not from investing in themes, but from idiosyncratic situations among those stocks that have underperformed and are unloved—and most importantly—undervalued.  

Learn where we see undervalued opportunities within a more than fully-valued market and how we expect the U.S. economy will play out over the course of this year. We will:  

•   Break down our valuations and identify undervalued opportunities across categories, sectors, and stocks.   
•   Highlight investable contrarian plays.   
•   Provide our forecasts for real U.S. GDP, inflation, and interest rates.  

In our market outlook, we utilize a bottom-up perspective to determine market valuation. By leveraging off of the 1,500 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 will identify where we see value today. Following the presentation, we take as many questions from the audience as time allows.   

Presented by:  
•   Dave Sekera, CFA, Chief U.S. Market Strategist, Morningstar  
•   Preston Caldwell, Chief U.S. Economist, Morningstar  
•   Moderated by Susan Dziubinski, Investment Specialist, Morningstar  

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

Morningstar’s 2024 U.S. Market Outlook: Shifting from Thematic to Idiosyncratic

Understanding the implications of the final DOL Fiduciary Rule is critical to advisory firms ensuring your clients' best interests and maintaining compliance. Join us for an exclusive Morningstar webinar designed to equip advisory firms with the critical knowledge and strategies needed to navigate the final rule. This comprehensive session will cover: 
- Key Provisions & Considerations of the Final Rule: Understand the specific requirements and considerations to client relationships. 
- Impact on Client Relationships: Learn how to effectively communicate changes to clients and build trust. 
- Operational Adjustments: Discover best practices for integrating the rule into your firm's processes. 
- Risk Management: Identify potential risks and strategies to mitigate them. 
- Q&A Session: Get your pressing questions answered by industry experts. 

Ensure your firm is fully prepared to meet the new standards and continue delivering exceptional service to your clients. 

Register now to secure your spot and gain valuable insights from Morningstar's leading experts! 

Webinar Speakers:  
- Lia Mitchell, Senior Analyst, Policy Research Government Affairs, Morningstar 
- Jason Stipp, Director of Product Management, Morningstar

The Final DOL Fiduciary Rule: Essential Insights for Advisory Firms

Maximize Reach, Minimize Hassle: The Power of One Connection for Wealth Data Distribution for Advisors

Join our webinar to discover how you can optimize distribution of your financial data to financial advisors with minimal effort by connecting to the ByAllAccounts Data Network. This session is designed for annuity providers, custodians, and record-keepers. It offers insights into enhanced efficiency and how to cut costs, while increasing exposure to the wealthtech platforms that serve professional advisors.

Hear from Brian Costello, Head of ByAllAccounts Data Strategy, and Hazal Sabah, ByAllAccounts Product Marketing Manager, with a special guest who will deep dive into how to unlock the growth potential for annuity providers through partnerships with financial advisors. Integrating annuity data into existing advisor technology platforms and workflows is essential for efficient planning, rebalancing, and performance reporting, ultimately fostering long-term advisor-client relationships by enhancing trust through increased transparency and easy data accessibility. 

Our speakers will delve into how to:
• Fast-Track Your Data Distribution: Streamline data distribution to advisors across the various technology platforms they are already using today with built-in recipient-specific data compatibility.
• Amplify ROI: See the numbers for yourself to learn how streamlined data integration with ByAllAccounts provides a substantial return on investment for data providers.
• Meet Regulatory Requirements for Advisors: Understand how to enable advisors to maintain their regulatory compliance by seamlessly incorporating data into their existing workflows.

Maximize Reach, Minimize Hassle: 1 Connection for Data Distribution to Advisors

Morningstar’s CEO, Kunal Kapoor, and retirement industry experts from the Collaborative for Equitable Retirement Savings will tackle pressing topics such as the state of retirement, the evolving landscape of retirement savings plans, and the retirement savings gap in a live discussion on Friday, June 21 at 11am CT. 

They’ll share insights into the CFERS initiative, its objectives, and early findings on mitigating the racial and gender wealth savings gap in 401(k) plans, as well as discuss potential solutions to close the retirement savings disparity. 

Speakers:
•Kunal Kapoor, CEO, Morningstar
•Jack VanDerhei, Director of Retirement Studies, Morningstar Center for Retirement and Policy Studies
•Pamela Hess, Executive Director, DCIIA Retirement Research Center
•Ida Rademacher, Vice President, Aspen Institute

Important disclosures:
https://www.morningstar.com/products/social-media-disclosures

Investors First: Strategies for Narrowing the Savings Gap in 401(k) Plans

Faced with ongoing headwinds of fee compression and an increasingly crowded competitive landscape, asset managers would benefit from considering how they can rethink their marketing strategy to further differentiate their brand. Yet so many asset managers take an undifferentiated approach to marketing, relying solely on facts and figures, neglecting marketing innovation, and not taking a broader view of their marketing strategy.  

In this webinar, we propose 5 actionable steps – ranging from evaluating marketing technology to demand generation tactics to decision science – along with some examples, for how asset managers can reimagine and differentiate their marketing strategy.  

Don't miss this chance to learn from industry professionals and gain a fresh perspective on asset management marketing.  

Webinar Speakers:  
Thomas Kan, Director of Marketing, Enterprise Solutions, Morningstar, Inc.  
Matt Chazin, Demand Generation Manager, Direct & Data, Morningstar, Inc.

Beyond the Basics: 5 Key Opportunities for Enhancing Asset Management Marketing

The accelerated growth of active ETFs means it’s more important than ever to have access to independent, comprehensive, and timely data and research you can use to empower investor success. 

Join our webinar where we explore Morningstar’s industry-leading ETF research and data.

In this webinar, we’ll discuss:
• Key active ETF trends and their growth trajectory
• Benefits and risks of active ETFs
• How the Morningstar Research team uses Direct to curate, monitor, and analyze the Active ETF universe
• How you can dive into ETF-specific data sets, features, and capabilities for analysis, due diligence, and reporting

Analyzing Active ETF's Explosive Growth: Morningstar Direct in Practice

Join Preston Caldwell, Chief US Economist, for a deep dive into our US economic outlook for 2024 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! 

Webinar Speaker: Preston Caldwell, Chief U.S. Economist

US Economic Outlook: Has the Fed Done Enough to Defeat High Inflation?

Discover how to elevate your fund analysis using Morningstar’s extensive and unique data. This webinar will guide you through the essential methodology of fund similarity and illustrate the unique insights provided by Morningstar data, which enhance the depth and breadth of fund comparison. 

In this webinar, we'll cover: 
- The Strategic Role of Fund Similarity Analysis: Understand why analyzing fund similarities is crucial for in-depth fund evaluation and how it supports broader investment strategies. 
- Unique Data Points for Comparison: How Morningstar’s proprietary factors such as Style Box, ESG scores, and Medalist Ratings can offer a more nuanced analysis beyond basic financial metrics. 
- Practical Applications: Explore use cases such as identifying potential replacements within product shelves and optimizing portfolio diversity through advanced fund similarity insights. 
- Live Demonstration: A hands-on showcase of how to use Morningstar’s Jupyter Notebook to analyze fund similarity, emphasizing the integration of complex data points like fees, holdings overlap, style, and more. 

Join us to understand how leveraging Morningstar’s advanced data tools can transform your approach to fund analysis, allowing you to make more informed decisions with confidence.  

Webinar Speakers:  
- Kumar Neelotpal Shukla, Associate Director of Quantitative Research, Morningstar, Inc. 
- Sara Otterbeck, Senior Product Manager, Direct Analytics Lab, Morningstar, Inc.

Fund Similarity: Applying Morningstar's Data to Streamline Fund Analysis

How to Amplify ROI for Your Financial Data Integrations & Distribution: Introducing the ByAllAccounts Data Network

In the rapidly evolving world of wealth management, staying ahead means leveraging every tool at your disposal. The ByAllAccounts Data Network is your gateway to a future where one integration connects wealth technology platforms to an expansive universe of financial data connections, transforming your operations, and setting a new standard for efficiency and innovation. For data providers, a single connection to the ByAllAccounts Data Network can efficiently distribute data across our extensive network of wealthtech platforms and portfolio management systems serving RIAs and broker-dealer firms. 

Join Don McHenry, ByAllAccounts Director of Product Management, and Nestor Solis, ByAllAccounts VP of Business Development, for this webinar that is designed for forward-thinking wealthtechs and data providers including custodians and data providers). Get ready to learn how to: 

-Slash Costs: Discover how our network dramatically reduces the financial barriers to accessing a broad range of custodial data. 
-Accelerate Time to Market: Learn how simplifying data exchange can shave months off your development schedule, enable faster onboarding and quicker adaptation to market demands. 
-Amplify ROI: See the numbers for yourself to learn how streamlined data access and integration with ByAllAccounts can amplify your ROI, plus unlock new opportunities for growth, innovation, and competitive advantage. 

We hope you are able to join us to learn how the ByAllAccounts Custodial Network can positively impact your business by improving operational efficiencies, cut your development cost, and realize a fast return on investment.

How to Amplify ROI for Your Financial Data Integrations & Distribution

To remain competitive, today’s asset managers must constantly reassess and adjust their portfolios. This means sharing out comprehensive-yet-understandable reports.  

Join us as we walk through best practices in generating customized reports. In this webinar, we’ll review how to: 

• Build custom collateral for internal and external distribution 
• Automate reports for recurring analyses 
• Generate side-by-side comparisons 
• Use Presentation Studio in Morningstar Direct for comprehensive recommendations

Webinar Speakers:  

Jack Moore, Marketing Manager, EMEA 
Derek Sellenraad, Vice President, Business Development, Morningstar Direct Sales Specialist 
Johann Cayrouse, Senior Customer Success Manager, Direct 
William Vann, Senior Customer Success Manager, Direct

Master Investment Recommendations with Morningstar Presentation Studio

There’s no hiding that AI is transforming our world, and that brings new opportunities for firms to leverage technology to achieve scale. The potential benefits to firms are endless – including using generative AI to increase speed and scale. Join Morningstar’s experts as they explore the world of AI in the investment space and how to use it as a tool for your advisors to gain a competitive edge and to truly achieve scale.  

- The benefits of AI to your firm   
- How your advisors can master it to scale your business  
- How AI can seamlessly provide curated data for your clients  
- Meet MO – Morningstar’s AI chat bot  

Webinar Speakers:  
Kishore Nair, Head of Technology Enterprise Products, Morningstar 
Edward Byrne, Manager of Sales Development, Morningstar

How to use AI to unlock endless scale for your firm

Navigating the complexities of financial reporting in the asset and wealth management industry is no small feat. Firms are grappling with issues like timely delivery, regulatory compliance, and maintaining brand integrity. 

 In this webinar, we'll delve into: 

- The multifaceted challenges faced in the creation of reports and factsheets, including data aggregation, team coordination, and adherence to the SEC marketing rules. 
- Best practices for crafting compliant, engaging reports that articulate your firm's distinct value in a crowded market. 
- The drawbacks of current market solutions, which often force a choice between inflexible templates and cumbersome manual processes. 
- An overview of Morningstar’s Publishing System (MPS) as a solution that offers the flexibility and efficiency missing from today's options, enabling the creation of branded, compliance-friendly reports and factsheets that automatically update. 

This session is designed for marketing and sales professionals seeking innovative ways to streamline their reporting processes. Discover how Morningstar's Publishing System can simplify your workflow, enhance regulatory adherence, and highlight your firm's unique selling points with custom reports and factsheets generated at scale. 

Webinar Speakers:  

- Kelly Swanson, Director of Product Management, Reporting Solutions, Morningstar, Inc. 
- Lisa Antonio, SVP Business Development, Morningstar, Inc.

Efficiency Meets Flexibility: Generating Custom Reports & Factsheets at Scale

Fund fees have continued their dramatic decline for a variety of reasons.  

Join us for this focused webinar to learn about fee compression, investment trends, and what it may mean for asset managers in the future. 

In this webinar we will: 
- Expose trends in fund fees paid by investors 
- Examine the changing shape of advice 
- Explore fee competition among the largest asset managers 
- Demonstrate the analysis process using the US Fund Fee Trends Notebook in Direct

Analyzing the Constant Compression of Fund Fees

The financial recommendations you make shouldn’t feel like a gamble to your clients. Amid market, economic, and political uncertainty, they are asking tough, but important questions—and you want to ensure that your answers instill confidence and that your advice stands out.
Our research shows that top three values for building trust are the ability to demonstrate expertise, tailor advice to specific goals and needs, and align to individual risk tolerances. Learn how Morningstar can help you relieve investor anxiety and help your clients navigate the current uncertainty. Tune in to learn how to:
• Drive conversations that your clients will easily understand leveraging actionable data and insights.
• Simplify the complex with Morningstar reports and visuals that clearly articulate the value of your advice.
• Instill client confidence with our academically validated risk profiling questionnaire in Advisor Workstation.

Building Client Confidence: Handling the Trifecta of Uncertainty

According to Cerulli Research, $84 trillion in assets is set to transfer to the next generations over the next 20 years (2021). How is your firm equipping your advisors to have the right conversations with each generation – from baby boomers to Gen Z - on transferring their wealth? Without the proper strategies, your firm is losing clients’ trust as well as their heirs, hindering business growth and client retention. 

Morningstar experts have teamed up with Asset-Map to help equip your firm with the right tools and answers to this question. By the end of this webinar, you will understand: 
- Everything you need to know about the Great Wealth Transfer and each generation’s needs 
- How to achieve oversight of your advisors and equipping them with the proper tools  
- How to leverage visualization to drive the holistic and efficient conversations 

Webinar Speakers:  
- Adam Holt, CEO, Asset-Map 
- Kevin Reed, Global Head of Platform Partnerships, Morningstar

The Great Wealth Transfer: How to support advisors & grow your advisory firm

Financial Planning

generational wealth

great wealth transfer

Enterprise Applications

Investments

Investors

financial planning

retirement

millenials

Wealth Management

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.

The Great Wealth Transfer: How to support advisors & grow your advisory firm

Presented by

About this talk

More from this channel