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26 June 2024 | 9:00 AM - 9:15 AM

Morningstar Product Showcase

Discover how Morningstar products are revolutionizing the role of financial advisors in today's intricate investment landscape. Despite escalating competition, fee constraints, and information overload, advisors remain pivotal in nurturing investor confidence. Join us for an illuminating session delving into strategies for advisors to elevate client value. Explore how recent advancements in solutions like Advisor Workstation empower advisors to swiftly identify optimal investments, customize their approach, and effectively showcase the value of professional advice.

Speakers

Director of Product Management

Jason Stipp

Director of Product Management
Morningstar Inc.
Chief Product Officer, Enterprise

Vimal Vel

Chief Product Officer, Enterprise
Morningstar Inc.