Name: Performance Reporting: Improving Efficiencies and Delivering Scalable Processes
Start: 2023-02-08T15:00:00Z
End: 2023-02-08T15:00:30.000Z
Location: BrightTALK

The gateway to global investment insights for financial advisors. Tune in for the latest investment strategies, market research, and behavioral and practice management best practices.  

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

As 2025 comes to an end, investors are shifting their focus to the opportunities and challenges of the year ahead. For advisors, 2026 will bring a fresh set of complexities to navigate while supporting their clients. 

Join our upcoming webinar, where expert speakers will address key issues facing investors, share insights from our latest research, and offer actionable guidance to help you make informed investment decisions in the new year. 

Register today for a head start to the new year!

2026 Outlook and Beyond

By combining complementary strategies, advisors can unlock new ways to meet client goals with precision—whether it’s managing risk, enhancing income, or navigating complex financial objectives. Our suite of model portfolios and SMAs are built to be flexible, forward-looking, and foundational to potential long-term success. 

Join our upcoming webinar as our speakers discuss how to pair with purpose—unlock potentially smarter, more personalized portfolios that help your clients to meet their  long-term financial goals. Register today!

Pairing Portfolios for Investor Goals

Explore how investing in high-quality, undervalued companies with strong balance sheets creates a durable edge across different market climates. Join our upcoming webinar as our speakers explore the power behind the Tortoise portfolio, revealing proven strategies for building market resilience and achieving sustainable growth.

The Power of Discipline with Tortoise

On-Demand Replay and Live Q&A with Don McHenry

From Prediction to Reality: The Data Revolution Reshaping WealthTech in 2025, with Don McHenry, Amar Ahluwalia & John O’Connell

A year ago, predictions suggested that data consolidation would become the defining challenge for wealth management firms. Today, that prediction isn't only true – it’s reshaping the entire industry. Join John O’Connell of The Oasis Group, Amar Ahluwalia of OneVest, and Don McHenry of ByAllAccounts, part of Morningstar Wealth, for this insightful webinar as they examine how 2024's bold predictions about data consolidation have become today's reality – and what it means for your firm's future. The three wealthtech experts will also discuss:
• Data Orchestration: From held-away aggregation to full custodial and multi-custody integration
• Wealth Transfer: How tech is reshaping firm acquisitions, advisor transitions, and the great wealth transfer
• AI Evolution: Moving from standalone tools to embedded, invisible infrastructure powering data pipelines
• Personalized Experiences: Building clean, intuitive user journeys while leveraging open-ecosystem efficiencies
• Predictions: Exclusive 2026 predictions to shape your technology strategy for the year ahead
This webinar is ideal for:
• Wealth management firms tackling complex technology integrations
• Large RIAs and consolidators streamlining advisor transitions and post-merger growth
• Wealthtech platforms improving interoperability and delivering client-centric experiences

2025 Wealthtech Trends & Early Predictions for 2026: The Industry Tech Talk

In this insightful webinar featuring John O'Connell of The Oasis Group, Ron Keusch of AllocateRite, and Sheryl Rowling of Morningstar, learn the ins and outs of tax loss harvesting especially during times of market volatility. The expert panel of both tax and technology experts will cover:

• Benefits of tax loss harvesting and when it’s appropriate to have the conversation with clients
• The myth that tax loss harvesting is only worthwhile for high-net-worth (HNW) clients
• Risks around tax loss harvesting, including the wash sale rule, suitable substitutions, and more
• Challenges with tax loss harvesting including gathering accurate data 
• Conversations you should be having with your tech providers
• How technology and aggregated open and closed tax lot data can help make the tax loss harvesting process more efficient and help advisors scale the process to all clients

Financial advisors, wealth management executives, and technology and operations leaders looking to harness the power of tax loss harvesting and make the process more efficient with innovative technology should not miss this informative webinar.

The Benefits, Risks, and Challenges of Tax Loss Harvesting in Volatile Markets & Beyond

It’s critical for wealth management firms to own their own data – however, far too many do not. While bringing disparate data sources together is difficult, gaining ownership of your data is easier than you think. You don’t have to build it yourself – but by owning your data, you unlock huge benefits and efficiencies. 

Join John O’Connell, CEO of The Oasis Group, and Hazal Sabah, ByAllAccounts Senior Product Manager of Morningstar Wealth, as they discuss considerations for wealth management firms regarding their data, highlighting how firms can go from aspiration to execution:
– Define what it means to own your data and how to gain ownership
– The challenges of data acquisition and consolidation
– The importance of open architecture and data portability
– What advisors should be looking for within vendor contracts
– How to make the most of your data once you own it
– Cost of ownership vs. long-term value and ROI

Owning Your Data is Easier Than You Think: How to Get from Aspiration to Execution

Financial advisors face a never-ending stream of “what if” questions from clients: What if I retire early, what if I take Social Security later, what if I live longer than expected? Thomas Gold, the firm behind Retirement Analyzer, has built a platform designed to help advisors answer those questions with clarity and confidence.
In this special conversation, Steve Goldstein, Co-Founder of Thomas Gold, shares the story of how his firm has evolved to support more than 6,000 financial advisors, and why deep integrations, training, and customer success are just as important as code and features.
You’ll hear how Retirement Analyzer leverages ByAllAccounts® Data Network to deliver an interactive client experience that updates at the click of a button—giving advisors and their clients an always-on, comprehensive picture of financial life.
What You Will Learn
• The Power of Data Connectivity: Why seamless account aggregation with ByAllAccounts saves time, reduces friction, and strengthens advisor-client conversations.
• Training & Customer Support as Differentiators: Steve explains why “answer the phone” is more than a motto, it’s the foundation of adoption and advisor success.
• AI That Assists, Not Replaces: How Retirement Analyzer is rolling out AI features that act as a coach to advisors, enhancing analysis without removing the human element.
• Personalization in Practice: How real-time, holistic data enables advisors to engage clients with personalized, scenario-based planning that deepens trust.
• Lessons for FinTech & WealthTech Leaders: From listening to user feedback to prioritizing simplicity, discover what other technology providers can learn from Retirement Analyzer’s growth journey.
Watch now to see how Retirement Analyzer and ByAllAccounts are working together to help advisors answer every client “what if” and build deeper, longer-lasting relationships in the process.

Answering the “What Ifs” in WealthTech: How Thomas Gold and Retirement Analyzer Empower Advisors with ByAllAccounts

The artificial intelligence revolution is reshaping the investment landscape at breakneck speed. Are you prepared to navigate the seismic shifts transforming growth stocks in 2025 and beyond?

Join our upcoming webinar where our expert speakers will decode how AI is altering the growth stock ecosystem. They'll discuss recent performance results and discuss how the evolving role of AI may present new opportunities and considerations for portfolios like Hare. 

Register today to be equipped with the insights needed to thrive in an AI-driven market.

AI's Impact on Growth Stocks: Opportunities and Challenges

The ‘Great Wealth Transfer’ refers to the estimated $84 trillion set to be passed down over the next 20 years, and it is already reshaping the future of wealth management. Nearly half (46%) of wealth managers see this shift as an existential threat to their business. In a landscape increasingly influenced by robo-advisors and DIY investing tools, gaining a competitive edge is more critical than ever. Our solutions can help you attract new clients, build lasting loyalty, and stand out to the next generation of investors. Join us to explore how values-based investing can help you grow and retain your business using Morningstar Direct and Sustainalytics’ data and solutions. We'll examine the current market landscape and share how you can leverage our independent research, broad data coverage, and advanced portfolio management and reporting tools to create compelling, client-centric narratives. Discover how to meet values-based investing mandates while clearly differentiating your offering in today’s competitive environment.

Navigating the Great Wealth Transfer with Values-Based Investing

Join us for an insightful webinar exploring the challenges and opportunities of goals-based planning for investors. Many investors struggle to fully understand their own goals, which can evolve over time, presenting limitations to this approach. We'll discuss how integrating a positive psychology framework could help uncover deeper, more meaningful goals, empowering investors to make more informed decisions. Don’t miss this opportunity to gain valuable insights into enhancing goal-setting strategies.

Mining for Goals

Join our upcoming webinar, where our expert speakers will explore the US economic outlook for the rest of the year while also exploring key trends, potential risks, and emerging opportunities.

US Economic Outlook

2025 promises to be a year filled with market shifts and surprises. To help keep you informed and ahead of the curve, we invite you to our upcoming webinar, Mid-Year Outlook. Join our industry experts as they delve into the financial landscape for the rest of the year, exploring key trends, potential risks, and emerging opportunities that could shape your clients' portfolios. Take this opportunity to gain valuable insights and stay prepared for what lies ahead.

Mid-Year Outlook

The markets may react dramatically to tariffs and emotions, but disciplined decisions are what truly drive long-term success.  

Join us for our upcoming webinar with Dominic Pappalardo, Chief Multi-Asset Strategist and Ricky Williamson, Head of Investments, Multi-Asset Strategies as they discuss how to master volatility with a focus on discipline and strategy. They'll unpack how tariffs impact markets in the short term and why discipline remains the key to justifiable growth.

Why Discipline Triumphs Over Tariffs

Join us for an engaging webinar as experts debate the complexities of select equity. Explore the balance between risk and return, uncover real-world strategies, and gain insights to navigate today's investment landscape.

US Stocks vs. The World: Do Non-US Stocks Present the Better Opportunity?

Discover how our model 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 model 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

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?

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

Performance Reporting is key to your due diligence processes, and being able to quickly and easily analyze the data that is important to you can make all the difference. In this discussion, we will explore how a few simple steps can help save time, scale your workflows and improve efficiencies for you and your teams. 

Webinar Speakers:  
- Ben Johnson, Head of Client Solutions, Asset Management   
- Maggie Carlson, Vice President, Business Development, Morningstar Direct  
- Peter Kalembasa, Senior Customer Success Manager, Morningstar Direct

Performance Reporting: Improving Efficiencies and Delivering Scalable Processes

Performance Monitoring

Reporting

Asset Management

Investment Management

Investment Strategy

Investments

Financial Management

Data Analysis

Morningstar

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.

Performance Reporting: Improving Efficiencies and Delivering Scalable Processes

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About this talk

Morningstar - Wealth