Investments aren’t just numbers—they’re stories, and you can tell those stories with Presentation Studio. This Morningstar Direct module lets you use Morningstar data and analytics to distill complex ...

Distilling complex financial and investment issues for clients can be a challenge. As a financial advisor, you can use presentation software to help get difficult messages across relatively quickly.

I wonder if you could help me. I am the head of marketing for a midsize investment management firm. When I take our portfolio managers and sometimes the CIO out to final presentations, no matter how ...

Making a presentation to a group of prospects who fit your target market can be an effective way to get new business. Speaking to a roomful of people about the financial issues that concern them will ...

If you need to create a slideshow, you can check out these Canva templates for presentation. Whether you need to present something in your school, college, or office, you can use these templates to ...