Name: Top Themes Shaping 2025 and Beyond
Start: 2025-01-30T17:30:00Z
End: 2025-01-30T17:30:30.000Z
Location: BrightTALK
Rating: 0

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

Discover how our managed portfolios aim to provide a strong and strategic foundation for your clients' long-term investment goals.

Join us for our upcoming webinar to discover how financial advisors can utilize our curated managed portfolios to help deliver better financial outcome potential for their clients. 

Whether you're a seasoned financial advisor or just starting your practice, this webinar seeks to provide actionable insights and strategies to help elevate and grow your business. Don’t miss this opportunity to enhance your expertise and discover why we encourage you to consider Morningstar Wealth for you and your clients.

Competitive Pairings: Why Morningstar Wealth

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

While dividends may go unnoticed in the short term, their long-term impact is hard to ignore. Scanning the market environment, dividends could be a factor that plays an important role in portfolio diversification.

In our upcoming webinar, our speakers will explore why dividend-paying stocks deserve more attention, the impact of compounding over time, and how market dynamics could favor dividend strategies in the future.

Join us for insights and actionable strategies striving to help grow stable, long-term wealth potential.

The Quiet Power of Dividend Investing

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

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 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

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

The future is unpredictable, but your investment strategy doesn’t have to be. Join us for an insightful webinar where our speakers will explore key trends and themes shaping the investment, economic, and advisory landscape for the year ahead.

Discover how a disciplined, goals-focused approach could potentially help you achieve long-term success, even in uncertain markets. We’ll discuss risk-adjusted portfolio strategies, staying the course during market fluctuations, and how to align your investments with your financial goals.

Don’t miss this opportunity to gain actionable insights and prepare for what’s next in the world of investing.

Top Themes Shaping 2025 and Beyond

Fintech

Financial advisor

Financial 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.

Top Themes Shaping 2025 and Beyond

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