Replying to @systems_summit
@systems_summit solving the Tech challenges- "We can't solve problems by using the same kind of thinking we used when we created them."-Albert Einstein T32023
8
Replying to @MorningstarInc
36
It's not about ESG; it's about personalization, values and choice. #T32023 @MorningstarInc @thomasjaviles
Replying to @JessLiberi
44
Great to see @pietrolagreca here at #T32023. Looking forward to his presentation and reading his book!
6
407
#Aggregation, Tax considered #Rebalancing and #DirectIndexing = Tax Efficient Portfolios #T32023 @MorningstarInc
55
Aggregated accounts in Client portal increased 120% per #Moneyguidepro #T32023
Fintech Showcase yesterday was standing room only. Great presentations by some very innovating firms! @lifeyield @viseinc @BeneticInc
1
1
Fintech advances, including account aggregation, helps advisors provide personalized advice.@Morningstar #fintech
#MICUS @MorningstarInc Active Personalization is the New Active Investing
2
Beautiful evening for the Fintech Patio Party! #MICUS2021 #FinTechs
1
Check out our Market Monitoring platform! morningstar.com/products/mar…

















