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Jack Bogle's ICI grumbles and Kunal Kapoor's 'future' mode make Morningstar's 2017 conference sparkle with an uber relevance

The Vanguard founder made a dig at ICI and the Morningstar CEO put RIA bloggers on even agenda-slot footing with BlackRock CEO and IBM's Sironi

Author Graham Thomas May 4, 2017 at 3:17 AM
1 Comment
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Kunal Kapoor: This is a future of advice conference.

Conferences

Paul Schott Stevens

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Josh Brown

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Michael Kitces

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Jack Bogle

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Larry Fink

BlackRock

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Morningstar

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Hartford Funds

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Kunal Kapoor

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Keith Sloane

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USAA

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Scott Benjamin

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PGIM Investments

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Jim Devaney

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Ed Cisowski
Stephen Winks

Stephen Winks

May 4, 2017 — 10:44 PM
In a future of advice symposium, not one mention that the definition of advice is changing to a more explicit delineation of advisory services duties (defined by statute) which put financial services (asset/liability study, investment policy, portfolio construction, performance monitor, etc. ) back into the financial services business. This alignment of professional standing in advisory services greatly elevates the role and counsel of the advisor and effectively differentiates advice from product sales. SCW

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Mentioned in this article:

Morningstar, Inc.
TAMP
Top Executive: Joe Mansueto

Kitces.com
Consulting Firm
Top Executive: Michael Kitces

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