Name: Visibility into Clients’ Cryptoassets: A Game-Changer for Advisors
Start: 2023-09-26T18:00:00Z
End: 2023-09-26T18:00:29.000Z
Location: BrightTALK
Rating: 5

The financial advisor gateway—with global insights, investment strategies, and financial technology trends from Morningstar Wealth.

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 & Beyond

Join us for our upcoming webinar where we will dive into the implications of election outcomes on the investment landscape, while providing insights and strategies to help navigate through market uncertainty.

Election Reaction: Investment Views

Join us for our upcoming webinar where we will present cutting-edge strategies to optimally distribute investments across various asset classes and maintain a balanced portfolio.

Asset Allocation Ahead of Election

Join us for our upcoming webinar where we'll explore the potential pros and cons of active vs. passive investing and the role of ETFs in modern portfolio management.

Head-to-Head: Active/Passive & ETF Portfolios

Join our upcoming webinar to learn about dynamic asset allocation and innovative investment strategies to potentially help boost returns and manage risk.

Portfolio Blends for Aggressive Investors

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Identifying Economic Castles (Moats) for Clients

Join us for our upcoming webinar as we provide a comprehensive mid-year outlook, analyzing key market trends and economic indicators to help you navigate the investment landscape for the remainder of the year.

Mid-Year Outlook: For New Client Money

How to Amplify ROI for Your Financial Data Integrations & Distribution: Introducing the ByAllAccounts Data Network

In the rapidly evolving world of wealth management, staying ahead means leveraging every tool at your disposal. The ByAllAccounts Data Network is your gateway to a future where one integration connects wealth technology platforms to an expansive universe of financial data connections, transforming your operations, and setting a new standard for efficiency and innovation. For data providers, a single connection to the ByAllAccounts Data Network can efficiently distribute data across our extensive network of wealthtech platforms and portfolio management systems serving RIAs and broker-dealer firms. 

Join Don McHenry, ByAllAccounts Director of Product Marketing, and Nestor Solis, ByAllAccounts VP of Business Development, for this webinar that is designed for forward-thinking wealthtechs and data providers including custodians and data providers). Get ready to learn how to: 

-Slash Costs: Discover how our network dramatically reduces the financial barriers to accessing a broad range of custodial data. 
-Accelerate Time to Market: Learn how simplifying data exchange can shave months off your development schedule, enable faster onboarding and quicker adaptation to market demands. 
-Amplify ROI: See the numbers for yourself to learn how streamlined data access and integration with ByAllAccounts can amplify your ROI, plus unlock new opportunities for growth, innovation, and competitive advantage. 

We hope you are able to join us to learn how the ByAllAccounts Custodial Network can positively impact your business by improving operational efficiencies, cut your development cost, and realize a fast return on investment.

How to Amplify ROI for Your Financial Data Integrations & Distribution

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Advisor-to-Advisor Spotlight

Join us for our upcoming webinar where we will explore practical combinations of different asset classes and strategies aiming to maximize portfolio performance and minimize risk during this year's election season.

Navigating Market Volatility During Election

Join us for our upcoming webinar to explore the contrasting dynamics of aggressive and conservative investment strategies, and learn how to balance them for potential long-term financial success.

Head-to-Head: Hare and Tortoise Portfolios

Join Preston Caldwell, Chief U.S. Economist, for a deep dive into our U.S. economic outlook for 2024 and beyond. 

Despite initial concerns, the U.S. economy has defied expectations by experiencing accelerated GDP growth in 2023 compared to the previous year, despite significant rate hikes. In our upcoming webinar, we will discuss our forecasts for U.S. GDP, inflation, and interest rates over the next five years. We anticipate a slowdown in GDP growth starting in 2024, but expect a rebound in 2025 and beyond due to aggressive rate cuts from the Federal Reserve and a decline in inflation. Register now for all the details plus client-friendly charts to enhance your conversations!

Q1 2024 U.S. Economic Outlook: Can the economy cope with higher interest rates?

In today's rapidly evolving investment landscape, the significance of individuals’ investment in cryptoassets is crucial. This specially tailored webinar is designed to equip wealthtech platforms and wealth management firms with an understanding of why it's vital for their advisors to have insight into their client’s cryptoasset investments. Additionally, we will highlight how the ByAllAccounts wealth data ecosystem is bridging the visibility gap so advisors can view their clients’ full financial picture including cryptoassets.

We will discuss the complexities of cryptoassets, emphasizing the need for advisors to be informed about their clients' investments. This knowledge is key in offering comprehensive advice, including tax planning, estate planning, and risk assessment. We will deep dive into recent research and newly implemented regulations including new provisions in the Tax Code that require the reporting of cryptocurrency transactions.

You will gain valuable insights from Don McHenry, ByAllAccounts' Director of Product Management, Morningstar Wealth, and Tyrone Ross, CEO of Turnqey Labs. You will leave this discussion with a clear understanding of: 
• The current landscape of cryptoasset investment in the United States.
• The strategic significance of comprehensive visibility into clients’ cryptoassets for portfolio management, risk management, estate planning, and tax planning.
• How ByAllAccounts' can bridge the cryptoasset visibility gap through integrations with leading crypto exchanges such as Coinbase and Gemini, providing a unified and current view of client cryptoasset holdings.

Join us to eliminate the visibility gap in your advisors' practices, enabling them to deliver premium guidance and cultivate trust with clients that have ventured into the world of cryptoasset investments.

Bridging the Gap: Gain Visibility into Client Cryptoassets for Your Advisors

Join us for our upcoming webinar where we will unpack the latest developments in Direct Indexing, offering insights into innovative strategies for personalized, tax-efficient investing.

Direct Indexing Update: Tax Planning Resolutions You Can Keep

As a wealthtech service provider or broker-dealer, you already know how complex and challenging it can be to cater to the growing needs of registered independent advisors (RIAs) and hybrid advisors who manage investments for their clients across multiple custodians. 

At ByAllAccounts, we've been supporting multi-custodied advisors for over 23 years, and we understand their unique requirements and challenges. We firmly believe that enabling your advisors to realize their utmost potential involves tapping into a virtually unrestricted network of advisor book of business data providers. This empowers your advisors to seamlessly view and report on all their accounts within a unified platform, ensuring your platform’s scalability, reliability, accuracy, and security remain uncompromised. 
To help you understand the importance of advisor book of business account aggregation, join our webinar, which delves deeper into the challenges faced by serving multi-custodied advisors and explores what to look for in a book of business aggregation solution.

In our webinar, you will learn:
• The data challenges faced when supporting multi-custodied advisors, such as data access and accuracy plus platform scalability.
• The key features to look for in a book of business aggregation solution, including a growing network of advisor data sources that delivers high-quality data for complex use cases (e.g., performance reporting), seamless advisor onboarding, and integrated insights. 
• The advantages of partnering with an industry expert that can provide seamless integration and customized data outputs without the need of custom development.

This webinar is key for wealthtech service providers, broker-dealers, and anyone interested in unlocking the potential of serving multi-custodied advisors.

Wealthtech Toolbox: How to Facilitate Custodial Independence for Your Advisors

Join us for our upcoming webinar where we will take a deep dive into the latest research updates on dividend portfolio management, discussing new trends and strategies to help optimize your income investing approach.

Dividend Portfolios in 2024: New Research

In just 13 minutes, this short but impactful session will take you on a journey through the key features that make Morningstar Office a true game-changer for your practice. From its comprehensive portfolio management tools to its advanced analytics and reporting capabilities, you'll gain valuable insights on how to harness the full potential of Morningstar Office. 

Learn how this cutting-edge tool is designed to revolutionize the way financial advisors work, helping you streamline your workflows, boost efficiency, and deliver exceptional financial advice.

Empowering Great Advice with Morningstar Office

As 2023 draws to a close, investor attention has now turned to the year ahead. For advisors, 2024 will offer a new set of challenges and changes to guide clients through. In our upcoming webinar, our speakers will highlight the most important issues facing investors, share insights from our current research, and provide guidance on making better investment decisions as we enter the new year.

2024 Outlook: AI, Election, Taking Advantage, & Our Base Case

Crypto is a complex and rapidly evolving new asset class. The lack of visibility into cryptoassets has kept advisors from providing truly holistic and personalized advice to their clients, until now. According to an NBC poll, one in five Americans has invested in, traded, or used cryptocurrency*.  

Morningstar ByAllAccounts—through a technology partnership with Turnqey Labs—will now be providing advisors with the ability to invite their clients to securely aggregate their cryptoassets from top exchanges, such as Coinbase and Gemini, to gain read-only access to end-client’s information. The ability to have a more complete view into a client’s full financial picture unlocks new opportunities for advisors to provide comprehensive financial advice regarding tax planning, estate planning, and risk management. 

In this webinar, you will hear from Don McHenry, Sr. Product Manager for ByAllAccounts and Tyrone Ross, CEO of Turnqey Labs, an expert on the crypto currency market and a registered investment advisor. You will walk away from this discussion with an understanding of: 

Why now more than ever visibility into client cryptoassets is so important for advisors. 

New opportunities for advisors to grow their business by delivering holistic financial advice regarding risk management, tax planning, and estate planning. 

How visibility into client’s held-away cryptoassets can now be easily accessible through existing workflows. 

* https://www.nbcnews.com/tech/tech-news/one-five-adults-invested-traded-used-cryptocurrency-nbc-news-poll-show-rcna22380 

Webinar Speakers: 
Tyrone Ross, CEO, Turnqey Labs 
Don McHenry, Sr. Product Manager for ByAllAccounts, Morningstar Wealth

Visibility into Clients’ Cryptoassets: A Game-Changer for Advisors

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Visibility into Clients’ Cryptoassets: A Game-Changer for Advisors

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