AI boosts advisor productivity with Morningstar research

As companies navigate rapidly evolving equipment needs, the advantage of having access to capital is indisputable. Financial flexibility allows business leaders to act quickly and stay ahead of the curve. Find out more about how AI is changing the financial landscape for industries across the board. https://bit.ly/4y1iXWi

Discover how pioneers like BlackRock, Morningstar, and LSEG are using generative AI from Microsoft to turn financial data into real impact for their clients. Dive into these stories and get inspired: https://msft.it/6049s0XHN

🤔 What is clean data really worth to a wealth manager? According to our research with The Wealth Mosaic, the answer is simple: higher revenue. We spoke to 12 UK wealth managers about how they’re moving from fragmented data to a single source of truth and what that's unlocking for their business. The impact is clear: ✅ Stronger scalability ✅ More personalised client experiences ✅ Reduced risk and compliance exposure ✅ Smarter product development ✅ AI that actually delivers value 👉 Swipe to explore the key impacts or dive deeper with the full report: https://lnkd.in/eQKuxAME

Microsoft's William Borden joined Bloomberg Live's "Building a Future-Ready Business" event in New York City for a fireside chat on how AI is transforming financial services. Bill shared insights on how Frontier Firms in the financial services industry are not just adopting AI—they’re designing their businesses around it, scaling across functions, and delivering industry‑specific impact.

🚨 72% of financial advisors say they want more time for prospecting and deepening existing client relationships. Vanguard’s July 2026 survey of 549 U.S. advisors shows that AI adoption is widespread: but still early. Advisors primarily use AI for drafting emails (38%), research (35%), and meeting notes (27%). The leading barrier to broader adoption is compliance and home-office hesitance (37%). “Time spent with clients is the currency of growth for financial advisors,” said Eve Cout of Vanguard. The firm’s research emphasizes that advisors create their greatest value through relationship-oriented services, including behavioral coaching, wealth management, and financial planning. The opportunity is moving from using technology to assist with tasks to using it to automate them. Model portfolios may save advisors more than 400 hours annually, yet 32% still manage portfolios entirely on their own. The real win is not time saved: it is what professionals do with that capacity. Technology should create room for the human work that drives value: judgment, trust, personalization, and stronger relationships. The same principle applies to how business owners run and prepare their companies. AI supports experts. It does not replace relationships. Source: https://lnkd.in/de_yrTpw The survey figures referenced have not been independently verified by Capital Connect. The broader trend matters more than any individual statistic. This post is informational only and is not financial, investment, or tax advice. #CapitalConnect #CapCon #ArtificialIntelligence #AI #HumanAndAI #FinancialAdvisory #WealthManagement #BusinessOwners #FinancialPlanning #AdvisorGrowth

Microsoft added nearly $450 billion in market value on Thursday, the largest one-day gain on record for a company, after it forecast stronger-than-expected cloud growth and signaled continued cash generation through its new fiscal year. The software giant’s shares closed up more than 15%, lifting its market capitalization to $3.35 trillion, surpassing chip giant Nvidia’s previous record one-day gain of $441 billion on April 9, 2025, according to LSEG data. https://lnkd.in/dwCf-npn

🚨 72% of financial advisors say they want more time for prospecting and deepening existing client relationships. Vanguard’s July 2026 survey of 549 U.S. advisors shows that AI adoption is widespread: but still early. Advisors primarily use AI for drafting emails (38%), research (35%), and meeting notes (27%). The leading barrier to broader adoption is compliance and home-office hesitance (37%). “Time spent with clients is the currency of growth for financial advisors,” said Eve Cout of Vanguard. The firm’s research emphasizes that advisors create their greatest value through relationship-oriented services, including behavioral coaching, wealth management, and financial planning. The opportunity is moving from using technology to assist with tasks to using it to automate them. Model portfolios may save advisors more than 400 hours annually, yet 32% still manage portfolios entirely on their own. The real win is not time saved: it is what professionals do with that capacity. Technology should create room for the human work that drives value: judgment, trust, personalization, and stronger relationships. The same principle applies to how business owners run and prepare their companies. AI supports experts. It does not replace relationships. Source: https://lnkd.in/dYpR-Rdk The survey figures referenced have not been independently verified by Capital Connect. The broader trend matters more than any individual statistic. This post is informational only and is not financial, investment, or tax advice. #CapitalConnect #CapCon #ArtificialIntelligence #AI #HumanAndAI #FinancialAdvisory #WealthManagement #BusinessOwners #FinancialPlanning #AdvisorGrowth