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26 June 2025 | 2:15 PM - 2:40 PM

How to Tackle a Bear (Market)

Today’s market instability creates unique challenges for advisors, and we understand the pressure they face. We’ll show you how Morningstar Direct Advisory Suite’s tools can help you prepare for client questions, ensure portfolios alignments to their risk preferences, and communication recommendations during challenging times.

Speakers

Customer Success Specialist, Direct Platform

Kyle Lalonde

Customer Success Specialist, Direct Platform
Morningstar