Name: Goals-based Tax Strategies for Clients: Year-end and Beyond
Start: 2023-11-14T19:00:00Z
End: 2023-11-14T19:01:01.000Z
Location: BrightTALK
Rating: 5

Fund fees have continued their dramatic decline for a variety of reasons.  

Join us for this focused webinar to learn about fee compression, investment trends, and what it may mean for asset managers in the future. 

In this webinar we will: 
- Expose trends in fund fees paid by investors 
- Examine the changing shape of advice 
- Explore fee competition among the largest asset managers 
- Demonstrate the analysis process using the US Fund Fee Trends Notebook in Direct

Analyzing the Constant Compression of Fund Fees

Asset management marketing is undergoing a profound transformation, marked by intensified competition and a shift towards more dynamic, data-driven strategies. As the market evolves, so do the tools and approaches available to asset management marketers. Morningstar stands at the forefront of this evolution, offering a suite of advanced solutions that enable marketers to not just keep pace, but to set it.  

In this webinar, we will chart the recent shifts in the asset management industry and demonstrate how Morningstar's evolved offerings are uniquely positioned to help marketers harness these changes for a competitive advantage. We'll discuss:  

- The evolving challenges and opportunities facing the asset management industry today.  
- How Morningstar's tools and insights have adapted to meet the modern demands of market differentiation and client engagement.  
- The ways in which Morningstar's solutions can empower marketers to elevate their strategies, pinpoint client needs, and articulate a compelling value proposition.  

Join us to gain practical, actionable insights that will enable you to leverage the full potential of Morningstar’s solutions, ensuring your marketing efforts resonate in an ever-changing market.  

Webinar Speakers:  

- Ben Johnson, Head of Client Solutions for Asset Management, Morningstar, Inc.  
- Maureen Bevan, Director of Product Management for Essentials, Morningstar, Inc.  
- Mats Karlsson, Director of Product Management for Dynamic Web Services, Morningstar, Inc.  
- Christopher Steimle, Associate Product Manager for Intelligence Engine, Morningstar, Inc.

Future-Proof Your Marketing: Morningstar's Evolving Toolkit for Asset Managers

The Advisor Workstation team and MeetAmi are on a mission to empower and educate advisors, helping them navigate the evolving world of digital asset investments. Advisors have access to digital assets education and resources through AmiLearn, available Advisor Workstation.  
 

In this webinar, you will learn: 
- History of Cryptocurrency ETFs and Current State  
- Difference between Direct Ownership and Bitcoin ETF  
- Investment Thesis: Micro and Macro  
- Client Conversation Preparation: Investor Interest

Get Ready, Get Set, Go! Prepare for Client Conversations around Bitcoin ETFs

Morningstar’s 2023 Voice of the Advisor Research surveyed 650 advisors to understand their strategies and needs. Join this fireside chat with Joe Agostinelli and Ben Johnson to hear their insights on how asset managers can leverage this information to best serve advisors. In this webinar, we will: 

- Dig into what investors mean when they ask for personalization  
- Examine the dimensions of expansion for advisory services and products 
- Share areas where advisors are seeking the most help from asset managers 

Speakers:

Ben Johnson, CFA  
Head of Client Solutions, Asset Manager 
Morningstar, Inc. 

Joe Agostinelli 
Senior Director, Market Research 
Morningstar, Inc.

Peek into the Advisor’s Mindset: Insights for Asset Managers

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

A year ago, most economists thought the Fed’s rate hikes (the largest in 40 years) would trigger a recession. But the U.S. economy has defied those predictions – GDP growth has even accelerated a bit in 2023 compared to 2022. 

In this webinar, we’ll cover our forecasts for U.S. GDP, inflation, and interest rates for the next five years. We’ll explain the paradox of the U.S. economy’s resilience to high interest rates. We believe most of the depressive effects of high rates are still in the pipeline. As such, GDP growth will begin slowing in 2024. 

Fortunately, we expect aggressive rate cuts from the Fed, starting by mid-2024, to trigger a rebound in GDP in 2025 and following years. The way for rate cuts will be cleared by falling inflation, which we expect to return to the Fed’s 2% target in 2024.

Q4 2023 U.S. Economic Outlook: How Will the Interest Rate Paradox Resolve?

In 2023, asset management firms caught greenwashing faced criticism by regulators and clients alike, with perpetrators facing real consequences such as:  

- Reputational risk 
- Regulatory compliance issues 
- Fines (up to billions of dollars) 
- and more 
 
Join speakers from Morningstar Sustainalytics for a panel discussion on greenwashing risk and how regulators and asset managers are tackling this issue in 2024. 

We’ll discuss:  

- The regulatory landscape for 2024  
- How asset managers are thinking about building thoughtful strategies to mitigate greenwashing risk 
- Ways to potentially mitigate greenwashing risk and build an authentic ESG strategy 

Submit your questions by December 1, 2023 to Beth Thompson at beth.thompson@morningstar.com for a chance to have them answered live by the experts.  

Speakers:
- Ruthann Bartello, Director, Commercialization, Morningstar Sustainalytics  
- Anne Schoemaker, Director, ESG Products, Morningstar Sustainalytics 
- Benjamin Schofield, Director, Product Strategy/Commercialization, Sustainalytics

Is the Grass Always Greener? Greenwashing Risk and Regulation

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.

Performance Reporting: Improving Efficiencies and Delivering Scalable Processes

Increased regulation including the SEC Marketing Rule, RegBI, and DOL have compelled Home Office Compliance teams to enhance their review procedures with more insight into the proposal activities of advisors. Managing oversight of your advisors is time consuming. We believe Enterprises should have an easier way to analyze aggregated advisor data.  

Join our webinar to see how your Compliance team can oversee advisory activity to ensure regulatory compliance. Learn how to identify flags and make impactful business decisions across your organization.  

In this webinar, we will explore Morningstar’s Enterprise Analytics Compliance Dashboard including:  
- Using Filters in Compliance Dashboard 
- Creating Custom Filters in Compliance Dashboard 
- Navigating Client Facing Reports Generated in Advisor Workstation 
- Viewing Reports and Proposal Details 
- Initiating the Review Process

How to Ensure Regulatory Compliance for Advisors Across your Firm

Join Morningstar Sustainalytics for a panel discussion about Data Privacy and Cybersecurity. In this webinar, our knowledgeable panel will delve into these topics and more:  

•ESG risk drivers   
•Data privacy and cybersecurity risk trends  
•Market signals and companies’ weaknesses  
•How prepared are companies and what investors should look for regarding cyber risks   

Panelists:  
•Daniëlle Essink-Zuiderwijk, Engagement Specialist, Robeco  
•Tiffany Flaherty, Associate Director, ESG Research, Morningstar Sustainalytics 
•Kristoffer Inton, Equity Strategist, Morningstar   

Moderator: Victoria Hernandez, ESG Product Manager, Morningstar Sustainalytics

Navigating Data Privacy and Cybersecurity Risks: Insight for Investors

Great due diligence practices can result in strong, stand-out portfolios as well as greater client acquisition, satisfaction, and retention.

So what goes into great due diligence? In this webinar we’ll cover the trends and best practices of industry leaders. Here are some of the strategies we’ll cover: 
• Fund analysis
• Investment comparisons
• Risk assessment
• Competitive analysis
• Global trends and regulations

Webinar Speakers:
• Alexander Mandry, Senior Customer Success Manager for Direct, Morningstar, Inc.
• Katja Ballentin, Customer Success Manager for Direct, Morningstar, Inc.

Due Diligence Best Practices for Business Growth

In the complexity of your clients’ choices and the myriad of investment options, being able to accurately assess your clients’ risk is paramount to keeping up with your clients’ ever-changing lives. But just as important as your relationship is with your client, your risk tool must be treated the same. After all, an inaccurate risk tool can incorrectly profile your clients, causing them to potentially leave for another advisor. 

But how do you know if you have a good risk tool? Our experts will help you find out.   

In this webinar, we will help you answer these questions:  
- Is your risk tool reliable and serving your needs for your clients?   
- What are the danger signs of a poor risk tool?  
- How do you ensure you have a reliable and high-quality risk tool to serve your clients?

Is it time to break up with your risk tool?

Onboarding and engaging clients is of utmost importance to an advisor’s practice. Advisors need a quick repeatable process that they can utilize across their business to gather information and illustrate their clients’ financial health in an easy-to-understand way. Telling a story through personalized visualization allows investors to thoroughly understand their own financial inventory and take relevant steps with their advisor towards achieving their financial goals. 

Join us for a conversation with Adam Holt, Founder and CEO of Asset-Map, to discuss how advisors can guide clients through their financial story using visualization tools. With Asset-Map, advisors can keep their clients engaged through a robust exploration and in-depth management of their financial journey. 

In this webinar, you will learn: 
- How to level up client engagement by gathering your clients’ information and visualize the lifetime of conversations with Asset-Map 
- How to tell the clients’ full story through the main components of the Asset-Map Platform: Discovery Interview, the Asset-Map Report, Stencils, Signals, and Target-Maps 
- Details about the recent integration between Morningstar Advisor Workstation and Asset-Map

The Big Picture – What you need to know to win over the Evolving Investor

When economic volatility knocks, investors become increasingly unsure of how to invest with all the uncertainty that the future holds. One investor may be worried about timing retirement, while another concerned about taking care of multiple generations, or another determined to achieve overdue milestones. Shakey investor confidence is not only unsettling for the investor, but it also puts a strain on advisors to manage expectations, continue to deliver personalized advice and do it all at scale. But with the right tools, you can use the current market trends as an opportunity to manage clients’ fears, improve client retention and growth. 

In this webinar, we explore:  
- Investor behavior in a volatile market 
- Factors to consider when determining your clients’ risk profile 
- The gold-standard 3-step blueprint to calculating your clients’ risk tolerance 
- How to manage investors’ confidence in their portfolio

Properly profiling your clients in terms of risk in a volatile market

Despite tight monetary policy, the U.S. economy has outperformed expectations this year, leading to a boost in our short-term growth forecast. However, while we don't foresee a recession, we do anticipate the looming impact of high interest rates will begin slowing the rate of economic growth during the fourth quarter. Better than expected earnings and excitement surrounding artificial intelligence spurred a strong rally off of the undervalued levels at the beginning of the year. However, following this rally, the market is now approaching our fair value estimate. Looking forward, as we enter an economic slowdown later this year and with less margin of safety, investors may need the intestinal fortitude to ride out heightened market volatility.  

Join Morningstar’s Dave Sekera, CFA, Chief U.S. Market Strategist and Preston Caldwell, Head of U.S. Economics as they:  
- 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 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 Fourth Quarter 2023 US Stock Market Outlook

The most productive step toward providing holistic financial guidance to clients is to fully understand their entire financial picture. Learn how client-aggregated financial data can be your most valuable tool for providing truly personalized advice at scale, while also identifying opportunities to increase AUM, speed up client onboarding, reduce administrative overhead, and more.  

Safely aggregating investors’ data has historically had its pain points, including unforeseen broken connections and the ongoing and sometimes difficult conversations with investors about the benefits of aggregation and overcoming security concerns.  

Morningstar ByAllAccounts and Fidelity are working together to offer investors a safer way to exercise their choice to share their financial data with their advisor. Learn from industry experts on how to harness the power of this high-quality client data to support advisor-client relationships and how to talk to your clients about the benefits of aggregation when leveraging safer, more reliable connections. In this webinar, you will learn about: 

The evolution of the financial data ecosystem, including the need for continued improvements in how the industry safeguards customer information.  
- Why Morningstar ByAllAccounts and Fidelity are your trusted partners, ensuring you have safe, consistent access to high-quality aggregated financial data. 
- How data can be used to deliver personalized advice, but also deepen trust in the advisor/client relationship.  
- Keys to speaking frankly with investors about the benefits of aggregation and overcoming security concerns.

Webinar Speakers:  
- Brian Costello, Head of ByAllAccounts Data Strategy and Governance for Morningstar Wealth 
- Figen Ceceli, SVP Product Area Leader, Data Aggregation, Fidelity Investments
-Tara Unverzagt, Founder and Chief Advisor, South Bay Financial Partners

Strengthening Advisor-Client Relationships & Outcomes with Secure Data Sharing

Analyzing the ESG risks associated with smaller companies, where ESG disclosure is often less mature and uneven, can be difficult for investors. Watch this illuminating discussion hosted by Morningstar Sustainalytics to learn how our new quantitative, AI-driven ESG Risk Smart Score can help investors identify some of the potentially higher-risk areas of their portfolios. 

Topics of Discussion: 
•Why assessing ESG risk for smaller companies can be more difficult compared to their larger counterparts 
•The correlation between ESG disclosure, resourcing, and company size 
•Introduction and deep dive into the ESG Risk Smart Score: Extending ESG risk coverage to a broader company base 
•How a quantitative model and machine learning aid in the efficient estimation of ESG risk 
•Practical applications of the ESG Risk Smart Score in investment portfolios 

Featured Panelists: 
•Laura Lutton: Director, ESG Research-Risk Product Lead, Morningstar Sustainalytics 
•Adam Fleck: Director of Research, Ratings and ESG, Morningstar Research Services, LLC 
•Willem van Golstein Brouwers: Associate Director of Methodology, Corporate ESG Solutions, Morningstar Sustainalytics  

Join us as we delve into these intricacies and equip you with the knowledge to fill the gaps in your ESG strategy.

Morningstar Sustainalytics ESG Risk Smart Score

Are you tired of spending endless hours crafting marketing content that doesn't get results?  

It's time to embrace the power of Artificial Intelligence (AI). This game-changing workshop explores the practical use of AI for financial advisors, empowering you to save time, enhance quality, and boost your marketing effectiveness.  

- Instantly convert client questions into content goldmines 
- Make your marketing materials unique with AI-driven image generation 
- Boost marketing effectiveness through personalization and smart strategies. 
- Seamlessly adapt your style to match your audience (casual, formal, fun, etc.) 
- Utilize AI to generate headings and Call-to-Actions (CTAs) that drive leads 

Harness the Power of AI for Efficient and Impactful Marketing with Snappy Kraken Morningstar Edition.

Harnessing the Power of AI for Efficient and Impactful Marketing

In this webinar, Sheryl Rowling CPA/PFS shares insights on showcasing your value as an advisor and helping clients minimize tax burdens throughout the year. She will discuss real life client examples and demonstrate the power of employing tax strategies to help clients meet their goals.

Goals-based Tax Strategies for Clients: Year-end and Beyond

Financial advisor

Financial Management

Financial Planning

Investment Management

Portfolio Management

Wealth Management

Wealth Manager

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

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.

Goals-based Tax Strategies for Clients: Year-end and Beyond

Presented by

About this talk

More from this channel