Name: Winning Client Conversations: Mastering Client Reporting & Custom Presentations
Start: 2024-06-26T17:02:00Z
End: 2024-06-26T17:02:05.000Z
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 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 expose election market myths and provide evidence-based strategies for investors navigating the election season.

Election Update: Evidence-Based Approach

Tax efficiency isn't just a strategy—it's a service. Learn how to apply tax-sensitive rebalancing and tactical trading methodologies within the Morningstar platform to enhance your clients' after-tax returns.

Tax-Smart Investing: Tax Sensitive Rebalancing and Tactical Trading

Join us for a conversation on the Top Wealthtech Trends Shaping the Future of Advisory Services. Our panel of industry leaders and innovators will provide unique insights into trends that are revolutionizing  and impacting wealth management. This session promises to offer invaluable perspectives for anyone engaged in the wealthtech space.

Meet Our Expert Speakers:
- Don McHenry, Director of ByAllAccounts Product Management, Morningstar Wealth
  Don has over 13 years of experience with ByAllAccounts, a premier wealth data network fostering dynamic, bidirectional data exchange, 
   enhancing collaboration across the wealth ecosystem.
- John O’Connell, Founder and CEO, The Oasis Group
   John has over three decades of leadership experience, offering expertise in technology selection and implementation for wealth management 
    firms. He is also the author of Rise of The Activist Investor.
- Imre Rokob, Senior Product Manager, Halo Investing
    Imre leads product development at Halo Investing, focusing on the post-trade experience in Halo's Structured Notes platform. His global experience 
    in software projects for financial institutions positions him as a leader in investment and wealthtech.
- Ted Zhang, Director of Product Management, Altruist
     Ted has played a crucial role in driving innovation at Altruist, with a background in financial products at ServiceTitan and Xero. His commitment to 
     excellence in financial services continues to push boundaries in the industry.

Why Attend?
- Gain insights from industry thought leaders on the latest investment & wealth technology trends.
- Learn how these tech trends are transforming advisory services and their potential impact on your business.
- Get a sneak peek into the panel’s early predictions for 2025.

Don't miss this opportunity to stay ahead in the rapidly evolving world of wealthtech. Register now and be part of the conversation to learn what’s shaping the future of advisory services.

Top Wealthtech Trends Shaping the Future of Advisory Services

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

In this webinar, we will discuss actionable steps that advisers and practice owners can take to improve their data security.

Join us as Chris Law, Head of UK Platform Sales and Simon Glover, Director of Database Engineering, share practical tips to effectively mitigate risks and safeguard your practice from potential cyber breaches.

Webinar Highlights:
• Understand the latest cybersecurity threats impacting advisory practices.
• Learn best practices to fortify your digital defences and secure client data.
• Gain confidence in your practice's cybersecurity protocols.

With the increasing risks of cyber breaches, this session will equip you to stay ahead of potential threats, ensuring your practice remains well-protected and out of cyber breach headlines.

Defending your practice against cyber threats

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

Join us for an exclusive webinar designed to arm wealthtech innovators with essential tools and knowledge by harnessing ByAllAccounts APIs to integrate and securely access user-permissioned financial data within their platforms. Get ready to transform your integration capabilities and get to market faster. 

Hosted by ByAllAccounts experts Hazal Sabah, senior product manager, and Clay Molina, solutions architect, this session promises to deliver a hands-on experience using ByAllAccounts APIs and the tools available on the Developer Hub. Here’s what you’ll gain:

Deep Dive into the ByAllAccounts Developer Hub
• Use Cases for Investors & Advisors: Discover how ByAllAccounts APIs enhance various workflows tailored for both investor and advisor workflows.
• Tour Developer Resources: Get acquainted with detailed API and development documentation, including guides and recipes, to ensure seamless integration.

Interactive API Demo in Postman
• Step-by-Step Demo: Watch a live demo showing sample API calls, highlighting practical applications, and troubleshooting tips.

This webinar is ideal for developers, technical leads, and innovators in the wealthtech industry looking to sharpen their skills and leverage the full potential of ByAllAccounts APIs. We look forward to seeing you there!

Empowering Wealthtech Innovators: A Developer's Workshop on ByAllAccounts APIs

Chart a course through the financial aspirations of your clients with Morningstar’s goals-based planning features. Anchor your advice in the objectives that matter most to those you serve.

Investing with Intent: Goals-Based Investment Planning

Join us for our upcoming webinar where we will explore the concept of economic moats and their critical role in safeguarding long-term investments.

Identifying Economic Castles (Moats) for Clients

Maximize Reach, Minimize Hassle: The Power of One Connection for Wealth Data Distribution for Advisors

Join our webinar to discover how you can optimize distribution of your financial data to financial advisors with minimal effort by connecting to the ByAllAccounts Data Network. This session is designed for annuity providers, custodians, and record-keepers. It offers insights into enhanced efficiency and how to cut costs, while increasing exposure to the wealthtech platforms that serve professional advisors.

Hear from Brian Costello, Head of ByAllAccounts Data Strategy, and Hazal Sabah, ByAllAccounts Product Marketing Manager, with a special guest who will deep dive into how to unlock the growth potential for annuity providers through partnerships with financial advisors. Integrating annuity data into existing advisor technology platforms and workflows is essential for efficient planning, rebalancing, and performance reporting, ultimately fostering long-term advisor-client relationships by enhancing trust through increased transparency and easy data accessibility. 

Our speakers will delve into how to:
• Fast-Track Your Data Distribution: Streamline data distribution to advisors across the various technology platforms they are already using today with built-in recipient-specific data compatibility.
• Amplify ROI: See the numbers for yourself to learn how streamlined data integration with ByAllAccounts provides a substantial return on investment for data providers.
• Meet Regulatory Requirements for Advisors: Understand how to enable advisors to maintain their regulatory compliance by seamlessly incorporating data into their existing workflows.

Maximize Reach, Minimize Hassle: 1 Connection for Data Distribution to Advisors

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

The Art of Portfolio Analysis: Crafting Personalized Portfolios

Join us for an exclusive webinar where we will dive into the powerful capabilities of Morningstar research, data, and analytics and their seamless integration within Morningstar Office. Discover how you can leverage this valuable resource to inform your portfolio construction, personalize client recommendations based on their unique goals, and effectively communicate with your clients to help them stay on track with their investment strategies.

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

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

Join Preston Caldwell, Chief US Economist, for a deep dive into our US economic outlook for 2024 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! 

Webinar Speaker: Preston Caldwell, Chief U.S. Economist

US Economic Outlook: Has the Fed Done Enough to Defeat High Inflation?

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 Management, 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

Pro Series: Empowering Great Advice with Morningstar Office

Office Pro Series

In the age of information, clarity is key. Excel in creating client reports and custom presentations that communicate complex financial data with simplicity and precision. Transform client conversations into winning strategies for success.

Winning Client Conversations: Mastering Client Reporting & Custom Presentations

Reporting

Presentations

Excel

Fintech

Strategic Planning

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.

Winning Client Conversations: Mastering Client Reporting & Custom Presentations

Presented by

About this talk

More from this channel