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Beyond the Portfolio Snapshot Report: Why Holistic Advice Requires Advanced Analytics

Session Speakers
Session Description

Why attend:
Discover why augmenting holistic advice with portfolio analysis tools can better help you empower clients to make successful choices

Session details:
Research shows that advisors who provide holistic advice add significant value beyond market performance, earning an additional 1.5%-3% annually. Providing holistic advice offers personalization that apps and robo advisors can’t reproduce. A subject-matter expert will discuss why advisors should use the same portfolio analysis tools as asset managers, such as scenario analysis, attribution analysis, and advanced asset allocation. Learn how Morningstar has paired with top advisor software platforms, using its aggregation services to bring households into Morningstar Direct for Wealth Management.

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

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

Additional Information
Showcase Stage Presentation
30m
Session Schedule