June 17, 2026 | 2:20 PM - 3:05 PM

From Partnership to Product - How Morningstar Partners Turn Intelligence into Client Advantage

Hear how Morningstar partners are turning data, intelligence, and AI into real client outcomes, and what they have learned as they move from idea to execution, with practical takeaways for wealth leaders.

  • FinTech
  • Practice Management
  • AI

Speakers

Image of Tony Mackenzie

Tony Mackenzie

Jacobi Strategies

Co-Founder

Image of Amit Miglani

Amit Miglani

Altruist

CFO

Image of John Milne

John Milne

SS&C Black Diamond

VP of Product Management

Image of Anthony Termini

Anthony Termini

Morningstar

SVP, Business Development, Alliances and Redistribution