Empowering investor success, by empowering adviser success
A webinar series

In this exploratory webinar series, we go on the learning journey with you! Our goal is to help advisers help more clients, while doing it well. We aim to empower adviser success, by discussing trends and topics (other than investing and the markets) that can improve and aid how you manage and promote your practice.

This series will focus on providing advisers with expert insights on topics beyond the financial research, data and insights Morningstar offers and how these new ways of working can inspire and even be applied in adviser practices.  

The rapid evolution of the world as we know it, in all spheres - technologically, digitally, social-culturally, commercially, economically, and environmentally - is impacting businesses and individuals alike. As new trends, new products and new ways of working emerge almost every day, it’s hard to separate fact from fiction, cut through the clutter and really know what to pay attention to.

The future looks far away until it gets here. After that, everyone wonders how it happened so fast.

Stay tuned for our 2024 episode line-up!

Watch on-demand

All session recordings can be accessed via our on-demand webinar page, for you to watch again in your own time.

Sign-up for our 2024 series!
If you would like to sign up to receive news about our 2024 series, simply complete the registration form on this page.

We will be sharing more details about the 2024 dates, topics and speaker line-up in due time.  

Morningstar is focused on helping you empower investor success. We strive to provide the support you need to help keep your clients engaged, informed and on track to achieving their financial goals.

Share your expert and topic suggestions with us
Please let us know if there are any specific topics, pain points, trends, discussion topics and speaker suggestions you would like us to consider for our 2024 Adviser 2.0 episodes.

Watch on-demand

All session recordings will be posted on our on-demand webinar page for you to watch again in your own time.