Morningstar Takes A Leadership Role In Financial Planning Research Conferences
Shawn Brayman, director of financial planning methodology, Morningstar. I know not everyone would rate academic conferences as one of their must do activities, but as 2020 winds to a close, I am thrilled with the role Morningstar played in continuing traditional thought leadership and picking up the mantel from PlanPlus/FinaMetrica. Evidence-based solutions driven by great research is the common cultural thread that was the foundation of becoming part of the Morningstar family this year.