Peer-to-Pier Session – MIC US 2024

In the ‘Peer-to-Pier’ session at MIC US 2024, Morningstar’s Kira Frank was joined by:

  • Taunya Villicana, Aspirational Wealth Management
  • Ted Tiger, Tiger Investment Services
  • Eric K. Peterson

The focus of the discussion was on collaborative learning and leveraging technology in wealth management practices. Speakers emphasised the importance of peer learning and encouraged attendees to adopt a mindset of learning from others without hesitation. They highlighted the integration of advanced tools like Morningstar’s workstation, which includes features such as X-Ray and Snapshot. These tools aim to enable advisors to comprehensively analyse client portfolios, visualise performance metrics, and effectively communicate with clients during and after meetings. The session also emphasised the role of technology in managing client expectations, demonstrating risks, and enhancing interactive client engagements through visual aids and customised data analysis.

Watch the session highlights in the videos below:

This valuable content is currently restricted. LOGIN TO

Already have an account?

Click the login or register button above to gain immediate access.

(if you have the correct account permissions)


Are you a new user?

Click the login or register button for FREE access for financial advice firms

If your registration requires approval, don't worry! This is usually completed same day!

(If further infomation required, our team will be in touch to discuss)


Are you already logged in?

If you are logged and can't access this content

please contact us to discuss available options!