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We’re back for the final day of the #OsaicNXT Conference at the Mandalay Bay Resort and Casino in the vibrant City of Las Vegas, Nevada! ☀️🌵 It’s been a fantastic event full of forward-thinking ideas, actionable insights, and inspiring discussions around innovation and trends in #WealthManagement. We’re looking forward to today’s keynote address moderated by Dimple Shah, Executive Vice President of Advisor Growth and Platform Solutions at Osaic, featuring The New York Times bestselling author and innovation consultant, Diana Kander. Diana’s story is nothing short of inspiring—from arriving in the United States as a young refugee from Ukraine to becoming a serial entrepreneur, launching multi-million dollar products, and influencing innovation at the highest levels. Her expertise in leveraging curiosity for exponential growth and her dynamic approach to transformation have empowered countless leaders and organizations. We expect to leave her session with fresh ideas and a new outlook on asking better questions to help drive results. 💡 If you’re attending today, don’t miss the chance to visit us at Booth #38! Stop by and connect with Kenneth Chambers, CIMA®, Regional Investment Consultant; Daniel Needham, President; Jim Shields, National Manager; and Ryan Walker, Internal Sales Consultant, from #MorningstarWealth. We’re ready to answer your questions, explore how we can your firm, and talk all things innovation. 🤝 Let’s connect and empower what’s NXT in wealth management! Important Disclosures: http://spr.ly/6043Nay2W.

Stocks have snapped back from April’s sharp losses, but the story is far from over: http://spr.ly/6046NvfeM. 📈 This month’s edition of #FromTheDeskOfTheCIO dives into what drove markets from panic to recovery and why investors shouldn’t get too comfortable. A 90-day pause on #Tariffs and major trade deals with China and the UK helped trigger a rapid rebound, yet tariffs are still poised to push #Inflation and slow growth as 2025 continues to unfold. Meanwhile, deeper issues like the US fiscal deficit and a heavy dependence on #ArtificialIntelligence-driven technology investments could pose risks that markets are underestimating. 🔗 Curious where opportunity and uncertainty intersect next? Get the full perspective and analysis from Philip Straehl, Chief Investment Officer, Americas, in the May letter: http://spr.ly/6048NvfeO. 💡 Want even more insights? Bookmark our #InvestmentInsights page and check back weekly for updates: http://spr.ly/6040Nvfeu. #MorningstarWealth #ClientEngagement Important Disclosures: http://spr.ly/6041NvfeR.

The banking industry is evolving, driven by digitization, AI, and data. Physical branches are shrinking, fintech disruption is limited, and technology investments are surging. Discover more major digital transformation takeaways in our newest report: http://spr.ly/6049Nv8R5

Striking the right balance between advisor autonomy and enterprise efficiency is every wealth firm's dream—but how do you make it a reality: http://spr.ly/6047NvuVt? For RIA consolidators and independent broker-dealers, data ownership might just hold the key. 🔑 By taking control of data pipelines, #WealthManagement firms may unlock greater flexibility to streamline operations. The latest #ByAlls blog breaks down why firms are prioritizing upstream data ownership and how they can aim to execute effectively. 👉 Read the latest insights by Katy Gibson, Managing Director, ByAlls, and learn how to stay ahead of the curve with practical, actionable steps: http://spr.ly/6048NvuVQ. #MorningstarWealth #DataStrategy Important Disclosures: http://spr.ly/6049NvuVv.

On returning to Sydney for #MICAU this week, I’m struck by the relevance of three forces we see shaping investing around the world: Expanding choice: Managed portfolios have surged in Australia, from under 250 in 2020 to nearly 1,900 in 2025… and it won’t stop there. Tools like AdviserLogic and the Medalist Rating simplify complexity for advisers and their clients. Public-private market convergence: The largest super funds now allocate ~22% to private markets. We’re bringing transparency and comparability for investors. AI for personalization: From AdviserLogic’s Ava to AI-surfaced research, tech paired with rigorous data governance helps advisers deliver great service. This all makes a universal language of investing even more critical, created with data that’s been transformed with Morningstar's independent research and long-term perspective. Here’s to navigating the future of advice, together. 💼 #Investing #FinancialAdvice #Morningstar

us in congratulating Daniel A. Mayer, CISO of Morningstar, for earning the 2025 ChicagoCISO Enterprise #ORBIE award! This recognition is more than a personal milestone; it shines a spotlight on the essential role CISOs play in driving business transformation and building cyber resilience in today’s rapidly evolving risk landscape. Congrats, Daniel!

We’re back for another impactful day of the Osaic NXT Conference at the Mandalay Bay Resort and Casino in the City of Las Vegas, Nevada, and couldn’t be more excited to connect! 🎲 Make sure to visit #MorningstarWealth at Booth #38 and meet Kenneth Chambers, CIMA®, Regional Investment Consultant; Daniel Needham, CFA, President; Jim Shields, National Manager; and Ryan Walker, Internal Sales Consultant. We’re here to answer your questions, provide innovative options, and explore how we can help advance your business. Don’t miss Daniel’s engaging session later today, “Value Beyond Borders: The Contrarian Case for International Diversification.” ⏰ 4:35 PM - 5:25 PM PDT 📍 Mandalay D Discover how stepping into international markets may unlock untapped investment potential, enhance portfolio resilience, and lead to better risk-adjusted return potential. This session is packed with actionable insights and fresh perspectives you won’t want to miss! 🔗 Explore the full #OsaicNXT2025 agenda here: http://spr.ly/6046Nv6TM. We can't wait to connect with old friends, make new ones, and continue empowering what’s NXT in #WealthManagement! #OsaicNXT #EmpoweringWhatsNXT Important Disclosures: http://spr.ly/6040Nv6Tu.

Market volatility can shake even the most seasoned investors. But reacting on impulse rarely serves long-term goals: http://spr.ly/6043NQL9c. 💥 The latest episode of #SimpleButNotEasy dives into practical strategies for navigating turbulent markets. Host Nicholas VanDerSchie, Head of Strategy and Execution, sits down with Dan Kemp, Global Chief Research and Investment Officer, to discuss why research—not reaction—is the best defense against emotional decision-making. Discover how advisors can help guide clients through uncertainty and remain anchored in a clear investment philosophy. 🎙️ Curious how to stay on track when emotions run high? Listen to the full podcast on your favorite streaming service now: http://spr.ly/6044NQL9Y. #MorningstarWealth #InvestmentInsights #AdvisorDevelopment Important Disclosures: http://spr.ly/6045NQL9l.

⚠️ Moody's just downgraded the US credit rating for the first time in history: http://spr.ly/6048NQziy. It’s the kind of headline that grabs attention—but for markets, it was barely a blip. Stocks finished higher, echoing the uneventful market reactions after the S&P 500 and Fitch Ratings made similar moves in 2011 and 2023, respectively. History shows these downgrades may look dramatic on paper, but the market treats them as more noise than signal. 👉 Curious why markets keep shrugging off credit rating changes? Get the full story and see what it means for investors in the latest article by Danny Noonan, Senior Investment Writer: http://spr.ly/6049NQziJ. #MorningstarWealth #InvestmentInsights #ClientEngagement Important Disclosures: http://spr.ly/6040NQziK.