Simple, but Not Easy cover image

30,000-Foot View of Financial Advisor Challenges, Including Data and New Regulations

Simple, but Not Easy

00:00

The Future of Morningstar

The U.S. wealth platform is going from close to open, giving them choice, giving them more managers. We're actually going to be I don't want to steal anyone's thunder, but something we're going to be announcing and launching at the upcoming conference here in Chicago and April. That's fantastic and great to hear. So tell us, what are you working on today that impacts advisors' lives or in the future will? Yeah, I mean, maybe to start out, Jonathan, one of the things that I think is so exciting about working at Morningstar and certainly has to resonate if you've been here for over two decades like I have is just the noble cause.

Play episode from 05:07
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app