Morningstar's podcast for financial advisors.
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Private markets were once the exclusive playground of institutions and ultra-high-net-worth investors. That's changing. Where's the puck potentially going? It's possible we look up one day and realize private markets aren't a third asset class — they're just equity and credit accessed differently. We cover the case for private markets, the education hill that needs to be climbed, how to talk to…
Creative Planning has been trusted with more than $700 billion in client assets under management and advisement. A simple truth? That doesn’t happen by accident. Jeff Stolper – the firm’s Director of Financial Planning – joined us to discuss how Creative Planning’s client-centric philosophy has helped the firm reach that scale. One key takeaway: wealth management is a people and relationships…
FINNY founder Eden Ovadia shares how the firm is tackling one of financial advice’s biggest challenges: organic growth. Advisors can spend up to 60 hours to win a single client – consuming their most valuable asset: time. And that doesn’t scale. FINNY’s approach – using AI to identify high-intent prospects and automate outreach – aims to change that. The goal? A more efficient growth engine,…
Savant Wealth founder and CEO Brent Brodeski shares the firm’s journey to $50 billion in assets under management. In short, compounding isn’t just an investment concept – it applies to building a business as well. The early years now look invisible on a long-term AUM chart, but they were arguably the most formative – defined by trying new things, iterating the process, and refining what worked.…
Morningstar’s 2026 Investment Outlook is live, offering clear context on the forces that will shape the year ahead and beyond. If there’s one takeaway for investors, it’s this: Preparation beats prediction. Markets will keep shifting—tariffs, the Fed, geopolitics, and the rapid buildout of AI infrastructure—and trying to forecast every twist isn’t a strategy. Building resilient portfolios is.…
It used to be simple: small companies went public, grew, and investors participated along the way. Today, companies stay private longer, and private markets have claimed many opportunities that once lived in public stocks. Historically a source of some of the strongest market returns, small caps have shred that reputation. The question becomes: Where did the small caps go? Hosted by Simplecast, an…
In this episode of Simple But Not Easy, we’re joined by Ryan Murphy, Morningstar’s Global Head of Behavioral Insights, to explore how financial advisors can help clients set better goals, avoid costly mistakes, and build lasting trust. We discuss why goals—not asset allocation or stock selection—should be the true starting point of an investment journey, and how a simple multi-step framework can…
In our midyear outlook, we break down some of the biggest factors driving markets in 2025 — tariffs, AI, and the potential for rate cuts — and attempt to help investors sift through the short-term noise while keeping a long-term perspective. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
As of late May, the US ranks 39th out of 44 global stock markets—firmly in the bottom 15%. Meanwhile, international markets are gaining momentum, with 7 of the top 10 performing countries located in Europe. This performance gap appears to be supported by improving fundamentals, favorable currency trends, and rising earnings expectations across the region. Can it continue? In this episode of…
When markets hit a rough patch—as they did in early April—investors often lose confidence. Emotions run high after paper losses, and that’s when many fall into the “ready, fire, aim” trap. Decisions become reactive, not disciplined. It’s common to see investors flee to cash or pivot to more conservative positions in an effort to feel safer. But more often than not, resisting that urge is the…
