Simple, but Not Easy
A podcast by Morningstar
125 Episodes
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The Public-Private Convergence: How Private Market Investing Is Becoming More Accessible
Published: 4/7/2025 -
Financial Advisors Take Back Time with AssetMark
Published: 2/12/2025 -
2025 Outlook: Rotating Between Defense and Offense
Published: 12/23/2024 -
Post-Election Recap: Diversification, Fundamental Analysis, and Valuations Will Likely Drive Future Success
Published: 12/6/2024 -
Strange Times in the US Housing Market – Breaking it All Down
Published: 10/29/2024 -
Principles-Based Investing, Industry Trends, and Getting to Know Morningstar Wealth CIO, Philip Straehl
Published: 9/30/2024 -
Opportunity Awaits: A Midyear Outlook
Published: 7/16/2024 -
Lifetime Financial Advice: Enhanced Personalization by Considering Human Capital
Published: 5/7/2024 -
Baby Boomers to Millennials: Working Across Generations to Help Them Achieve Financial Goals
Published: 3/14/2024 -
U.S. Stocks: Beyond the Magnificent Seven
Published: 2/6/2024 -
2024 Outlook: Economy, Inflation, Best Ideas, and AI
Published: 12/8/2023 -
AI's Role in the Future of Wealth Management, Featuring the AI Character "Morningstar Mo"
Published: 11/2/2023 -
The Cutting Edge of Advisor Technology: Ezra Group's Craig Izkowitz
Published: 7/11/2023 -
BlackRock's Liz Koehler on Financial Advice, Using Models, and Raising the Bar
Published: 6/7/2023 -
Game-Changing Advisor Trends, With Cerulli and SMArtX
Published: 5/9/2023 -
30,000-Foot View of Financial Advisor Challenges, Including Data and New Regulations
Published: 4/6/2023 -
What Actions Add Value in This Environment?
Published: 3/3/2023 -
2023 Outlook: Inflation, Recession, Valuations, and Retirement
Published: 1/3/2023 -
An Inside Look at Direct Indexing
Published: 12/22/2022 -
“Advisors Will Want to Run a More Profitable, Growing, Scalable Practice” - Daniel Needham to Financial Advisors
Published: 11/21/2022
Hello, and welcome to Simple, but Not Easy, where we turn complicated financial developments into actionable ideas. This is a podcast from Morningstar’s Wealth Group, where we equip financial advisors with our best ideas to remove friction and help clients achieve goals.