No
Yes
View More
View Less
Working...
Close
OK
Cancel
Confirm
System Message
Delete
Schedule
An unknown error has occurred and your request could not be completed. Please contact support.
Scheduled
Wait Listed
Personal Calendar
???connect.schedule.participant???
Conference Event
Meeting
Interest
There aren't any available sessions at this time.
Conflict Found
This session is already scheduled at another time. Would you like to...
Loading...
Please enter a maximum of {0} characters.
{0} remaining of {1} character maximum.
Please enter a maximum of {0} words.
{0} remaining of {1} word maximum.
must be 50 characters or less.
must be 40 characters or less.
Session Summary
We were unable to load the map image.
This has not yet been assigned to a map.
Search Catalog
Reply
Replies ()
Search
New Post
Microblog
Microblog Thread
Post Reply
Post
Your session timed out.
Meeting Summary
The session has been added to your schedule
The session has been removed from your schedule
 

Performance Isn't Everything: Harnessing Technology to Deliver Modern Advice

Session Speakers
Session Description

Why Attend
Discover how Morningstar software can help you eliminate busywork to better focus on service that matters to your clients and sets you apart from peers. 

Session Details
Are you staying ahead of changing investor expectations? As the market moves away from high fees and commissions, software can help advisors streamline their workflow to focus more on providing value for clients. A subject-matter expert will discuss the headwinds firms face, how personalized services can help advisors stand out from the pack, and what Morningstar is doing to help. You’ll learn about factors driving change in the industry, the technologies firms are using, their costs, and how technology is evolving to help advisors focus on the “holistic” side of their practices. Morningstar will also share its product roadmap and enhancements to its current offerings.

This 30-minute session is scheduled to take place on The Exchange showcase stage. After the session, continue the conversation by visiting us in the Schwab Center.   

Seating for this session is at capacity, however standing room is still available.

Additional Information
Not Available
Showcase Stage Presentation
30m
Session Schedule