Tag: Morningstar Wealth
Navigating the Pitfalls of Miscommunication in Financial Advising
Miscommunication between financial advisors and their clients can lead to misunderstandings that, while seemingly minor, have the potential to damage professional relationships significantly.
WealthTech’s digital transformation: The 4 biggest trends shaping the sector
WealthTech signifies much more than merely integrating technology into financial planning. At its core, it embodies a pivotal shift that is radically changing the dynamics of wealth management.
From high-quality aggregated data to open banking support – How ByAllAccounts...
Despite data being the lifeblood of wealth management, many firms lack complete and clean datasets. Brian Costello - head of data strategy and governance at Morningstar Wealth - recently sat down with FinTech Global to explore how ByAllAccounts is helping wealth technology enterprises, platforms and the wealth managers they serve improve their use of data.