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

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. 
- Building a Resilient Portfolio: Learn how to construct a portfolio that can withstand market volatility and achieve your long-term goals.

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?

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

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 Morningstar CEO Kunal Kapoor and equity analysts Brian Colello and William Kerwin as they discuss the latest trends and challenges shaping the semiconductor industry in this live webinar. The analysts will share their fair value estimates for industry giants like Nvidia, Apple, and Broadcom, and break down the dynamics of industrial chip demand and the strategic investments companies are making in AI. 

Speakers: 
Kunal Kapoor, CEO, Morningstar 
Brian Colello, Technology Equity Strategist, Morningstar
William Kerwin, Equity Analyst, Morningstar

Investors First: Morningstar’s Outlook on Nvidia, AI Computing, and the Semiconductor Industry

As the upcoming US election looms, the potential impact on the market and your investments can seem evermore uncertain. 

Fortunately, we have Dan Lefkovitz, Strategist for Morningstar Indexes, and Tom Nations, Director of Research and Content, to dissemble the potential implications of the election on markets and portfolios. 

Here, we will break down their insights and show you:
-Election impact on market performance historically
-Long-term implications of different presidencies
-Prepping your portfolio for the upcoming election
-Ways Morningstar Direct can guide you through these turbulent times

How will the US election impact investments?

Join us for an insightful webinar led by Sheryl Rowling, CPA/PFS, a seasoned financial advisor and Editorial Director at Morningstar. This session equips financial advisors, tax professionals, and wealth managers with actionable tax-saving strategies tailored for election years. In this comprehensive session, Sheryl will begin by reviewing essential tools in your advisory toolbox. She'll guide you through understanding your clients' unique situations, selecting the appropriate tax strategies, and effective client communication. Plus, she'll share successful implementation tactics and emphasize the importance of taking credit for your achievements to build credibility and trust with your clients.

Learning Objectives:
1.Navigate policy uncertainty and market sentiment during election years 
2. Implement tax-efficient investing tactics like tax-loss harvesting and capital gain distribution avoidance
3. Utilize retirement plan contributions and Roth conversions strategically
4. Communicate effectively with clients to highlight your value as an advisor

This session is approved for one hour of CFP Board continuing education credit.

Election Year Tax Strategies for Clients

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

In today's rapidly evolving financial landscape, asset and wealth management professionals face the challenge of market dynamics. With shifts in personalization trends, the growth of diverse asset classes, and the demand for increased efficiencies, identifying opportunities has become more crucial—and complex. These challenges can impact portfolio construction and decision-making, prompting professionals to seek effective strategies to navigate this environment. 

Join our webinar to explore the complexities of the current market and discover strategies for smarter portfolio construction. You will: 
- Explore Industry Trends: Dive into long-term market trends, with a focus on personalization, expanding asset classes, and strategies to enhance efficiencies. 
- Learn Implementation Techniques: Learn how to assess the impact of these market trends on your portfolio construction strategies. 

Gain valuable insights to inform your decision-making processes and optimize your approach to portfolio construction.

Evolving Portfolios: The Influence of Industry Trends on Portfolio Design

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

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

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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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