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An Enterprise Wealth Podcast
Featured Episode
Brent Beardsley is the head of advisor solutions at Vanguard, which began working directly with advisors a quarter of a century ago. Since then, investors have gained access to the same investment information as the pros. With modern investment platforms, they can choose funds and see portfolio details on their own.
Where do financial advisors fit into today’s industry landscape?
In this episode, Brent explains how modern advisory firms can add value for clients and coexist with new technology.
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Meet the Hosts
Julie Willoughby
Head of Global Sales
Julie serves Morningstar’s largest clients across the asset management, advisor, and alliances segments.
Ben Johnson, CFA
Head of Client Solutions, Asset Management
Ben leads client solutions for Morningstar’s asset management clients, after an impressive tenure in passive funds research.
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