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Risky Business: How to Avoid Regulatory Blind Spots and Improve Your Due Diligence

Session Speakers
Session Description

Why Attend
It takes a typical wealth management firm upwards of 6 weeks to understand their client account exposure to a product shelf change. In today’s landscape of increased regulatory scrutiny, how is your team working together to avoid blindspots and document your due diligence as a firm?

Session Details
Learn how you can transform your investment analysis with industry-leading data in Morningstar Direct for Wealth Management, built to address the specific challenges wealth managers face in a seamless experience. You’ll also see how to steer the course of your investment strategy by analyzing portfolio risk with custom scenario analysis and factor attribution in our new holdings-based risk model.

 

Additional Information
Not Approved for Credit
Showcase Stage Presentation
30m
Session Schedule