Name: Wealthtechs: Increase Advisor Efficiencies with Automated Tax Lot Data for Rebalancing
Start: 2025-04-15T17:30:00Z
End: 2025-04-15T17:30:30.000Z
Location: BrightTALK
Rating: 0

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 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

Learn how ByAllAccounts streamlined data integration from various wealthtech platforms can enable enhanced enterprise compliance capabilities and advisor efficiency within Advisor Workstation.

Streamlining Enterprise Data Integration for Enhanced Compliance and Advisor Efficiency

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

Join us for a previously recorded live webinar to discover how using technology, such as the integration between Morningstar Office and Wealthbox, simplifies access to key investment data, enabling advisors to provide more informed and strategic advice to their clients. Learn how the combination of patience, sound investment strategies, and cutting-edge tools can drive long-term financial growth.
This webinar will cover:
• What “the Power of Patience” means in investment decision-making.
• Best practices for developing long-term investment strategies.
• How technology streamlines the investment process for advisors and clients.
• How the integration between Morningstar Wealth’s portfolio management platform and Wealthbox empowers advisors with seamless access to data and better client service.

How the Power of Patience Leads to Substantial Wealth

Market volatility in an election year is undeniable. Morningstar’s Market Research team has surveyed a total of over 2,500 investors at different points this year leading up to the 2024 U.S. Presidential Election to better understand the impact the election and the major events around it has influenced their investment concerns and strategies. 

 Join Senior U.S. Economist Preston Caldwell, Senior U.S. Market Strategist David Sekera, Consumer Sector Director of Equity Analysis North America, Erin Lash, and Senior Director of Market Research Joe Agostinelli as they discuss these insights and explore strategies to navigate the advisor-client relationship. Learn how to identify opportunities amidst economic uncertainty and make informed decisions to help clients safeguard their financial future.

Investor Impact: How the U.S. Presidential Election is Affecting Investors

Hear from top leaders in the investment industry as they share insights, challenges, and opportunities about critical trends shaping the future of asset and wealth management.  

This session will equip you with valuable perspectives on managing a swiftly changing market landscape. Discover the profound impact of emerging trends, the challenges they present, and the opportunities they create. 

Key takeaways include:   
- Gain a comprehensive understanding of the latest trends in asset and wealth management 
- Master strategies for navigating a rapidly evolving market environment 
- Develop effective approaches to tackle the complexities of diverse investment types 

Meet Our Panelists:   
- Andy D’Souza, Chief Marketing Officer at Lord Abbett  
- Ann Miletti, CDO & Head of Active Equity at Allspring Global Investments  
- Atul Dalmia, Chief Analytics Officer at Morgan Stanley  
- Ben Johnson, Morningstar's Head of Client Solutions

Lessons from the C-Suite: Navigating the Future of Asset and Wealth Management

Join us for an exclusive webinar where we will dive into the powerful capabilities of Morningstar research, data, and analytics and their seamless integration within Morningstar Office. Discover how you can leverage this valuable resource to inform your portfolio construction, personalize client recommendations based on their unique goals, and effectively communicate with your clients to help them stay on track with their investment strategies.

Data-Driven Advice: Unleashing Research, Data, and Analytics

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

Fintech

Automation

Data Architecture

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.

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

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