125 Episodes

  1. The Public-Private Convergence: How Private Market Investing Is Becoming More Accessible

    Published: 4/7/2025
  2. Financial Advisors Take Back Time with AssetMark

    Published: 2/12/2025
  3. 2025 Outlook: Rotating Between Defense and Offense

    Published: 12/23/2024
  4. Post-Election Recap: Diversification, Fundamental Analysis, and Valuations Will Likely Drive Future Success

    Published: 12/6/2024
  5. Strange Times in the US Housing Market – Breaking it All Down

    Published: 10/29/2024
  6. Principles-Based Investing, Industry Trends, and Getting to Know Morningstar Wealth CIO, Philip Straehl

    Published: 9/30/2024
  7. Opportunity Awaits: A Midyear Outlook

    Published: 7/16/2024
  8. Lifetime Financial Advice: Enhanced Personalization by Considering Human Capital

    Published: 5/7/2024
  9. Baby Boomers to Millennials: Working Across Generations to Help Them Achieve Financial Goals

    Published: 3/14/2024
  10. U.S. Stocks: Beyond the Magnificent Seven

    Published: 2/6/2024
  11. 2024 Outlook: Economy, Inflation, Best Ideas, and AI

    Published: 12/8/2023
  12. AI's Role in the Future of Wealth Management, Featuring the AI Character "Morningstar Mo"

    Published: 11/2/2023
  13. The Cutting Edge of Advisor Technology: Ezra Group's Craig Izkowitz

    Published: 7/11/2023
  14. BlackRock's Liz Koehler on Financial Advice, Using Models, and Raising the Bar

    Published: 6/7/2023
  15. Game-Changing Advisor Trends, With Cerulli and SMArtX

    Published: 5/9/2023
  16. 30,000-Foot View of Financial Advisor Challenges, Including Data and New Regulations

    Published: 4/6/2023
  17. What Actions Add Value in This Environment?

    Published: 3/3/2023
  18. 2023 Outlook: Inflation, Recession, Valuations, and Retirement

    Published: 1/3/2023
  19. An Inside Look at Direct Indexing

    Published: 12/22/2022
  20. “Advisors Will Want to Run a More Profitable, Growing, Scalable Practice” - Daniel Needham to Financial Advisors

    Published: 11/21/2022

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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.