Name: The Art of Portfolio Analysis: Crafting Personalized Portfolios
Start: 2024-11-20T18:12:00Z
End: 2024-11-20T18:12:18.000Z
Location: BrightTALK
Rating: 2

The financial advisor gateway to global investment insights. Tune in for guidance on investment strategies, financial technology trends, and practice management.  

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!

Q4 2025 U.S. Economic Outlook

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 year-end tax-saving strategies.

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

Year-End Tax Strategies for Clients

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

Q3 2025 U.S. Economic Outlook

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

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

Expand your practice’s horizon by intelligently incorporating held away assets. Discover strategies for integrating these assets into your advice and leveraging them to foster growth and deepen client relationships.

Grow Beyond Boundaries: Leveraging Held Away Assets for Growth

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

Navigate the intricacies of fee billing with Morningstar Office’s efficient solutions. Find out how to streamline your billing process, saving time and allowing you to focus on what really matters—your clients.

Fee Billing Simplified: Efficient Solutions with Morningstar Office

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 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. 

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

2025 Tax Strategies  for Clients

Q1 2025 U.S. Economic Outlook

Start the new year on the right foot with insights from our speakers as they explore key opportunities and highlight 10 market themes to watch out for in 2025, designed to help unlock your business's full potential.

10 Market Themes to Watch in 2025

Stay ahead of the curve with state-of-the-art practice management tools and reports. Use Morningstar’s insights for a crystal-clear understanding of your business metrics and areas of opportunity.

In the Know: Practice Management Tools & Reports for Understanding Your Biz

Join us for our upcoming webinar where we will explore the potential market trends and investment strategies for next year, providing insights into economic indicators and how to prepare for the future financial landscape.

2025 Outlook and Beyond

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?

Investing with Intent: Goals-Based Investment Planning

Tax-Smart Investing: Tax Sensitive Rebalancing and Tactical Trading

Winning Client Conversations: Mastering Client Reporting & Custom Presentations

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

Pro Series: Empowering Great Advice with Morningstar Office

Office Pro Series

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

The Art of Portfolio Analysis: Crafting Personalized Portfolios

Portfolio Management

Personalization

Fintech

Goal Setting

Analysis

Financial advisor

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

Join this highly engaged community of UK financial advisers as they share peer-to-peer best practice advice. Find content related to investment and economics, better business practices, client acquisition and client referrals for financial advisors, as well as tax and pension advice. Further the engagement by presenting and participating in live interactive webinars and videos.

UK Financial Advisers

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

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

Get powerful finance insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge that will help you to determine which financial factors build or erode value in your organization.

Finance

Get powerful financial planning and analytics insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge and drive optimal financial performance for your company.

Financial Planning and Analysis

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 Art of Portfolio Analysis: Crafting Personalized Portfolios

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