Name: How Advisors That Custody with Charles Schwab Can Leverage Voice of the Advisor Insights
Start: 2025-02-25T20:00:00Z
End: 2025-02-25T20:00:41.000Z
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. 

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

Portfolio optimization is a critical challenge in asset and wealth management, demanding a fine balance between risk, return, and investor preferences. 
In this webinar, we'll explore:

• The common challenges in portfolio construction and optimization
• How to use mean variance optimization and factor-based optimization to enhance your portfolios
• Relevant Jupyter Notebooks you can leverage for portfolio optimization
• Practical demonstration of how Morningstar's Analytics Lab efficient model building and backtesting

Join us for an insightful exploration into portfolio optimization. Discover how to leverage Morningstar’s advanced tools to refine your investment strategies and meet the dynamic needs of today’s market.

Balancing Risk, Return and Preferences: Portfolio Optimization with Factor Models

The US stock market started the year trading at a rarely seen premium over a composite of our valuations. Following the DeepSeek scare, AI stocks sold off rapidly with many trading well into bear market territory. After this sell-off, the market is now trading slightly below fair value. One of the hardest aspects of investing is separating signal from noise. Divining between news that identifies a paradigm shift that will either positively or negatively affect earnings (signal) versus news that garners a lot of attention yet will not meaningfully impact a company’s business (noise). As we head into the second quarter, it already feels like we have had a full year’s worth of headlines. From earnings and guidance, to the DeepSeek scare, to President Donald Trump’s on-again, off-again tariffs, volatility has risen anew. 

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

We'll: 
-Break down our valuations and identify undervalued opportunities across categories, sectors, and stocks.
-Highlight long-term secular growth themes as well as 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 will identify where we see value today. Following the presentation, we take questions from the audience as time allows.

Morningstar’s Q2 2025 US Market Outlook - From Overheated to Opportunity: Positioning for What’s Ahead

As the EU Taxonomy and SFDR reporting requirements evolve, staying ahead of regulatory expectations is critical. How can you streamline reporting and overcome common challenges? 

Join Morningstar Sustainalytics' experts for a practical walkthrough of some of our key solutions, designed to help investors and financial professionals meet their EU Taxonomy obligations with ease. In this session, we will: 

- Address key investor challenges, including data quality, estimation methodologies, and reporting burdens 
- Provide a live demo of our EU Taxonomy solution, showcasing how to efficiently navigate regulatory data 
- Offer insights on entity-level reporting and portfolio aggregation 
- Answer your questions in a Q&A session 

Regulatory complexity doesn’t have to slow you down. Gain practical strategies and tools to confidently meet your EU Taxonomy and SFDR reporting requirements.

Navigate the EU Taxonomy with Confidence: Practical Demo for Investors

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

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

Join Morningstar's Senior Director of Market Research, Joseph Agostinelli, for an exclusive, personalized webinar tailored specifically for advisors that custody with Charles Schwab, detailing his findings in the 2024 Voice of the Advisor Research Study. In this session, Joseph will draw from the reports extensive research to demonstrate actionable strategies that empower advisors to excel in today’s competitive landscape.

With the expertise of your dedicated account team, this webinar has been carefully customized to address the unique opportunities and challenges at Charles Schwab, focusing on practical solutions to drive advisor growth and elevate client engagement.

What You'll Learn:
1. Insights into market trends and opportunities for growth.
2. Strategies for leveraging Morningstar’s tools and resources to enhance client value.
3. Actionable steps tailored to Charles Schwab’s advisor goals.

Don’t miss this opportunity to gain tailored insights and strategies that will empower your success.

How Advisors That Custody with Charles Schwab Can Leverage Voice of the Advisor Insights

Researcher

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.

How Advisors That Custody with Charles Schwab Can Leverage Voice of the Advisor Insights

Presented by

About this talk

More from this channel