Name: What's Next for US Interest Rates?
Start: 2023-03-02T19:00:00Z
End: 2023-03-02T20:04:02.000Z
Location: BrightTALK
Rating: 4.6

Top advisors know that collecting actionable data about their clients’ financial picture is key to delivering exceptional service and informed advice.  But the process can be manual, time consuming and error prone. 

In this webinar, you’ll learn how you can harness the power of user-permissioned financial and tax data to take your advisory services to the next level. We’ll show you how you can automate the gathering of key data elements about your clients by leveraging Morningstar ByAllAccounts aggregation services and Tax Status IRS data. With streamlined permissioning and auto-populated workflows, you'll spend less time gathering data and more time delivering impactful advice.

By attending this webinar, you will learn:  
- How to easily embed our account linking experience across your workflows -giving your prospects and clients an easy was to share their account and tax information with their advisor 
- How the data can be used in your client portal, helping your clients organize their financial lives and tax information 
- How our data can auto-populate your various workflows streamlining your processes and optimizing your time, so you too can focus on what really matters: providing the best advice to your clients

Aggregated Tax and Financial Data, Supercharge Advisor Productivity

Wealthtech, using sophisticated fintech to support wealth management, is disrupting the financial management industry. But to stay competitive, wealthtech startups need to rethink how they engage their users with personalized data focused on investment holdings and performance information. It’s also critical for them to stay on top of trends as the technology evolves and client needs and expectations grow. 

You'll learn why high-quality, use case-specific data is crucial to power wealthtech solutions and apps. You'll discover how the tight integration of aggregated data and best-in-class market data can accelerate innovation, and why turnkey portfolio analytics data is crucial to stay ahead. Plus you'll learn why operational efficiencies and ubiquitous data across the workflow are essential. You’ll also get a look at how automated insights, open banking and the investment data ecosystem are all impacting the industry, and more.

Webinar Speakers: 
Reed Colley, CEO and Co-founder, Summit Wealth 
Don McHenry , Senior Product Manager, Morningstar ByAllAccounts 
Greg Miles ,Moderator, VentureBeat

Wealthtech disruption: Top 5 trends to watch out for in 2023

Are you prepared for a key client to ask you if alternative investment options are right for them? According to the World Economic Forum, 10% of global GDP will assemble into cryptographic assets in the coming decade, encompassing a total value of $10 trillion. In other words, investors are constantly looking for new ways to increase returns and diversify assets in our ever-evolving world.

Join us in the first of a series of webinars that walk through the ways you can bring true value to your clients and have deeper and more meaningful dialogue that leads to better outcomes and longer-term relationships. In this webinar, we will discuss the world of alternative investments like cryptographic assets, REITs, Structured Products and more.

In this webinar, you will learn:

• How to leverage the growing demand for alternative investments in your business.
• Why truly understanding your client leads to better outcomes and growth.  
• How to utilize technology to be a thought leader in your field to alternative investments for portfolio diversification.
• How Morningstar’s Expanded Investment Products can help you make hyper-personalize portfolios to increase returns & diversify assets.

Crypto, alternatives & beyond - Making sense of an [alternative] reality in 2023

Outfitting each client with a portfolio that’s aligned to their risk profile is a critical step in the planning process, but will that portfolio achieve the retirement, college, home-down payment, or other goal for which they are saving? In this session, learn how a 30-minute interactive goal-based investment plan can answer that question and more by providing personalization, collaboration, flexibility and choice.  

In this webinar, we will discuss:
- How to get to the next level of personalization with goal-based investment planning 
- Leveraging goal-planning to surface key trade-offs and jump-start investment plans for all types of client objectives 
- Using IPx to have impactful conversations with clients around timelines, savings, and risk-level options to meet each of their goals on their own terms

How to answer your clients’ biggest question: Will I reach my goal?

Research suggests that people seek out financial advisors to deal with specific financial issues such as retirement planning, receiving a lump sum of money, increased income, and more. We know an advisor's value is derived from more than just one financial need. 

Join Morningstar’s award-winning behavioral research team as they dive into the reasons why clients choose their Financial Advisors.

Why Investors Hire Their Financial Advisors

In the wake of the rapid deterioration of several banks, including Silicon Valley Bank and Credit Suisse, many institutional investors are looking to better understand how they are positioned to navigate the current market environment.     

Join us for an inside look at Morningstar Direct’s in-depth investment analysis capabilities. Dive deeper into the data you need to tell your story and set yourself apart from your peers.    

This webinar will uncover key takeaways you can discover with our Security Ownership Analysis Notebook, Advanced Risk Modeling Capabilities and how you can screen for particular portfolio holdings or risk factors.

Global Banking Failures: How to Screen, Analyze, and Model Portfolio Exposure

Against the backdrop of an intensifying regulatory environment, risk profiling solutions are under the microscope these days. But aside from compliance, risk profiling, when done correctly, also is an effective first step in getting to know your client. And with the right profiling solutions, risk can be the gateway to deeper conversations with clients, long-term value creation, and truly personalized portfolios.

Join us to learn:  
- How to discuss risk with clients in a way that drives understanding and engagement
- What to do with clients’ risk profiles once you have them
- How a fully integrated risk profiling process and solution can result in customized portfolios

How to talk to clients about their risk profile

The foundation of a great client experience starts with great communication. And using the right technology helps you efficiently and effectively build those meaningful relationships to help your business grow. 

Join Alison Susko, VP of Community at Asset-Map, and Nestor Solis, Senior Business Development Exec at Morningstar, as they share: 

• How to save time AND increase client meeting effectiveness with real-time sharing of visual reports 

• Secrets to creating a best-in-class client experience by making complex financial information intuitive and easy to understand 

• How the Asset-Map and Morningstar Office integration frees up valuable time to grow and serve your client base 

Webinar Speakers: Alison Susko, VP of Community at Asset-Map, and Nestor Solis, Senior Business Development Exec at Morningstar

How to Bridge the Communications Gap with Your Clients

Although the stock market is undervalued – it faces a rough road ahead. The effects of the second largest bank failure in U.S. history are reverberating throughout the markets. Tightening monetary policy is poised to begin taking its toll on the economy later this year. Inflation remains stubbornly above the Fed’s target.

While volatility will likely stay elevated over the foreseeable future, once investors begin to see an upswing in leading economic indicators, we think the markets can begin a sustainable rally towards where we see fair value.

Join Morningstar’s Dave Sekera, CFA, Chief U.S. Market Strategist and Preston Caldwell, Head of U.S. Economics as they review our analysis of the U.S. markets and economy.

Learn why we view the U.S. equity market as undervalued, how we expect the U.S. economy will play out over the course of the year, and why we have an above consensus economic outlook over the long-term. We will:

Break down our valuations and identify undervalued opportunities across categories, sectors, and stocks.

Highlight investable long-term secular growth themes.

Provide our forecasts for real U.S. GDP, inflation, and interest rates.

In our market outlook, we utilize a bottom-up perspective to determine market valuation. By leveraging off of the 1,500 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 will take as many questions from the audience as time allows.

Presented by:
Dave Sekera, CFA, Chief U.S. Market Strategist, Morningstar
Preston Caldwell, Head of U.S. Economics, Morningstar
Moderated by Susan Dziubinski, Investment Specialist, Morningstar

This webinar has been accepted by the CFP® Board for one continuing education (CE) credit for CFP® designations.

Morningstar’s 2nd Quarter 2023 U.S. Stock Market Economic Outlook

Are you tired of wasting precious time and resources on a inefficient prospecting?  Fidelity Institutional has uncovered a startling statistic "only 37% of firms segment their clients." That’s a missed opportunity.  if you want to take prospecting to the next level, data analytics can help you to better understand your prospects, be more efficient on where you spend your time, and help unlock new growth opportunities. 

In this webinar you’ll learn how you can take your advisory firm to the next level by using an investment-first data aggregation platform that enables scalable, efficient prospect vetting and digital client onboarding.  The addition of analytics generates unique insights and personas that help you segment your prospects into higher growth niches based on their financial behavior, preferences, and demographics. This is how you align your firm's services with client needs and create stronger relationships that drive long-term growth. 

Join us for and learn how to: 

- Effectively onboard prospects and clients using a financial data aggregation platform 
- Segment your prospects into higher growth potential niches with an insights and persona generation analytics engine 
- Create more efficient and effective engagement processes to convert prospects to clients 
- Align your firm's services with client needs to build stronger relationships and drive long-term growth 

 Speakers:  
Ariam Sium, VP Product @ FinGoal 
Hazal Sabah, Senior Product Manager @ Morningstar ByAllAccounts

Source: “Four Steps to Successful Client Segmentation - Crafting and implementing your customized segmentation strategy”, https://clearingcustody.fidelity.com/app/literature/item/9880538.html

Improve Prospecting Efficiency with Data-Driven Insights

Equity attribution is the process of comparing portfolio performance to a pre-selected benchmark. It’s a crucial part of proving fund value, especially as interest rates and inflation rise.  

Join us as we breakdown our own analyses to show how you can run your own equity attribution within Morningstar Direct. 

Subjects to be discussed: 
- How high-performing funds are utilizing struggling growth stocks 
- How Morningstar research conducts its analysis 
- A step-by-step walkthrough of Equity attribution in Morningstar Direct 

Webinar Speakers: 
Jack Shannon, Senior Manager Research Analyst, U.S. Equity Strategies 
Sneh Verma, Customer Success Manager, Morningstar Direct

Prove Your Portfolio: Best Practices in Equity Attribution

Discover how investors can more effectively respond to climate regulatory initiatives, advance engagement activities and support net zero strategies.

The Net Zero Transition: Building Climate-Aware Investment Strategies

Discover how investors can more effectively respond to climate regulatory initiatives, advance engagement activities and support net zero strategies.

Webinar Speakers:
Azadeh Sabour, Senior Vice President, Climate Solutions
Clark Barr, Director of Methodology, Climate Solutions
Anya Solovieva, Global Commercial Lead, Climate Solutions

On May 2nd, 2023, Morningstar will unite its two forward-looking managed investment ratings – the Morningstar Analyst Rating and the Morningstar Quantitative Rating – into a single rating: The Morningstar Medalist Rating.

2021 marked the 10- and 5-year anniversaries of the Morningstar Analyst Rating and Morningstar Quantitative Rating respectively, and both ratings have enjoyed an efficacious track record over this time. As managed investment products rapidly grow, the single rating system will allow Morningstar to leverage the best of our qualitative and quantitative insights to provide timely and efficacious ratings for investors.

Join Jeff Ptak, CFA and Lee Davidson, CFA of Morningstar Research Services LLC for a webinar discussion where they walk through key details of the forthcoming ratings change. We will reserve ample time for audience Q&A, so live attendance is encouraged.

Key discussion points include:
· Key drivers behind Morningstar’s decision to unite the two forward-looking ratings
· How the Morningstar Medalist Rating will be expressed within products
· Maximizing Morningstar’s analyst input within the Morningstar Medalist Rating

Webinar Speakers: 
· Jeff Ptak, CFA, Morningstar Research Services LLC
· Lee Davidson, CFA, Morningstar Research Services LLC

Introducing the Morningstar Medalist Rating

The turn-over rate of advisors during generational wealth transfer is 70%. Are you confident that you can demonstrate your value to a new generation of clients? Getting to know your clients’ concerns, expectations and values will help you deliver truly personalized portfolios and differentiate yourself in the market.  

In this webinar, you will learn how to:  

- Have constructive conversations around values with your clients 
- Use technology to derive reliable and actionable data around client preferences  
- Ensure that your portfolios reflect client values while still meeting regulatory requirements and are in your clients’ best interests

How to talk to your clients about their values

We applaud the Consumer Financial Protection Bureau (CFPB) and their progress towards implementing Section 1033 of the Dodd-Frank Act to protect consumers’ access to their financial data. However, the rulemaking, expected to be finalized by 2024, will most likely not have an immediate impact on the investment data ecosystem. Morningstar® ByAllAccounts® is bridging this gap as your advocate and essential partner for high-quality, reliable, and actionable investment data to empower investors, advisors, and the platforms that serve them.

Effectively navigating the evolving regulations and standards for open banking in the U.S. is a complex undertaking. Hear from Brian Costello, Head of Data Aggregation Strategy & Governance, Morningstar ByAllAccounts, as he answers key questions, including:
• Why did Morningstar ByAllAccounts submit a Comment Letter in Response to CFPB Section 1033 SBREFA Outline of Proposals for Consideration and what did it say?
• How is Morningstar ByAllAccounts advocating for the data rights of consumers acting as investors and the advisors that serve them?
• How will investment data aggregation evolve alongside open banking in a safe and reliant way for investors and advisors?

Solving for an Imperfect Union: Investment Data and Open Banking

US inflation rates rose to their highest levels since the 1980s last year, thanks to a string of geopolitical tensions and pandemic-related economic decisions. In this webinar, US Head of Economics, Preston Caldwell will review his economic forecast.

What's Next for US Interest Rates?

Morningstar

Economics

Global Economy

Global Economics

Stock Market

Inflation

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

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.

What's Next for US Interest Rates?

Presented by

About this talk

More from this channel