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ahixon
Explorer ○

Morningstar Fall Advisory Board Meeting

Just returned from the Morningstar Advisory Board Meeting in Chicago!  Such a productive time as we Advisors shared feedback on upcoming Morningstar product enhancements!  We also creatively brainstormed the needs of the Modern Advisor and how Morningstar can come alongside and support us as we guide our clients from a perspective of their financial and investment plan.  I left with a renewed confidence in the team that leads product initiatives at Morningstar and am looking forward to the new and enhanced software being deployed over the next several quarters!  Know that your Advisory Board is working hard to help Morningstar shape and create solutions that all advisors need to be better suited to help our clients!