Sessions to focus on value-added advice
TORONTO, May 15, 2013 /CNW/ - Morningstar Research Inc., a Canadian
subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of
independent investment research, is hosting its 10th annual investment conference for financial advisors Wednesday, June 5,
at The Carlu in Toronto.
This year's conference emphasizes value-added advice. Conference
sessions will explore the factors that advisors can control in
improving the investor experience, the tremendous opportunities for
advisors who are willing to embrace today's challenges, the growing
importance of advice during difficult market conditions, and holes in
the retirement safety net.
The conference agenda features:
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A popular macroeconomic outlook session led by Douglas J. Porter, chief
economist and managing director, BMO Capital Markets; Wilfred Hahn,
HAHN Investment Stewards; and Nelli Oster, investment strategist,
BlackRock.
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Michael S. Falk, CFA, partner at Focus Consulting Group, will discuss
the future of the retirement market.
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David Blanchett, head of retirement research for Morningstar Investment
Management, will explain how "gamma-optimized" portfolios can generate
more income for retirees.
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Larry Siegel, director of research for the CFA Institute, will examine
the long-term economic outlook for lower rates of population growth and
higher per-capita income.
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A panel of Morningstar experts will discuss portfolio construction and
views on best practices for serving retail investors. Panelists are
Paul Kaplan, research director for Morningstar Canada; Christopher
Davis, director of fund analysis for Morningstar Canada; Scott Burns,
director of global fund research for Morningstar, Inc.; and Hal Ratner
of Morningstar Investment Management.
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Margaret Franklin, CEO, Marret Private Wealth Inc., will explore how
client needs and advisor services have changed dramatically.
"This is our annual educational showcase for advisors, and we've brought
together a program that will inform, educate, and inspire those who
attend," Rudy Luukko, conference chair and investment and personal
finance editor for Morningstar Canada, said. "The financial advice
industry is under scrutiny about how much it charges and how well it
serves investors. We hope our conference program will be useful and
relevant for advisors in helping them better serve their clients." For
the full conference agenda, please visit: http://corporate.morningstar.com/caconf/2013_Morningstar_Investment_Conference_Agenda.pdf For all speaker biographies, please visit: http://corporate.morningstar.com/caconf/euconf_speakers.asp
Continuing Education Credits
The Morningstar Investment Conference will be seeking CE accreditation
through Advocis™, IIROC, and La Chambre de la Sécurité Financière.
Registration Information
The Morningstar Investment Conference costs $329 per person, which
includes breakfast and lunch. To register for the conference, visit the
conference website or call Dijana Vojnovic at 416-484-7874.
Press Registration Information
Full-time members of the news media may receive complimentary
registration to the Morningstar Investment Conference. If you are a
member of the media and want to register for the conference, call Jaime
Aitken at 416-484-7868 or email jaimelyn.aitken@morningstar.com.
About Morningstar Research Inc. and Morningstar, Inc.
Morningstar Research Inc. is a Canadian subsidiary of Chicago-based
Morningstar, Inc., a leading provider of independent investment
research in North America, Europe, Australia, and Asia. The company
offers an extensive line of products and services for individuals,
financial advisors, and institutions. Morningstar provides data on
approximately 422,000 investment offerings, including stocks, mutual
funds, and similar vehicles, along with real-time global market data on
more than 9 million equities, indexes, futures, options, commodities,
and precious metals, in addition to foreign exchange and Treasury
markets. Morningstar also offers investment management services through
its registered investment advisor subsidiaries and has approximately
US$157 billion in assets under advisement or management as of March 31,
2013. The company has operations in 27 countries.
SOURCE: Morningstar Research Inc.
