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Effective URL: https://www.morningstar.com/financial-advisors
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Effective URL: https://www.morningstar.com/financial-advisors
Submission: On November 06 via api from US — Scanned from US
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1. Home
2. Financial Advisors
FINANCIAL ADVISORS
FEATURED
HOW TO TALK TO YOUR CLIENTS ABOUT THE ELECTION
Sheryl Rowling Nov 1, 2024
7 KEY YEAR-END TAX STRATEGIES TO SAVE CLIENTS MONEY
Sheryl Rowling Oct 31, 2024
SMALL WINS CAN ADD UP TO LONG-TERM INVESTING SUCCESS. JUST ASK ROGER FEDERER
Danny Noonan Oct 28, 2024
HOW TO HELP CLIENTS EMBRACE THE USE OF AI IN FINANCIAL DECISIONS
Samantha Lamas and Ryan O. Murphy, Ph.D. Oct 25, 2024
RISKY PLAY: TRADING PLATFORMS ARE GAMING INVESTORS INTO BAD DECISIONS
Nicki Potts and Samantha Lamas Oct 24, 2024
FINANCIAL ADVISOR TOPICS
FINANCIAL PLANNING
View All
* HOW ILLNESS CAN CHANGE THE WAY YOU APPROACH YOUR FINANCES
Jessica Bebel Oct 20, 2024
* JONATHAN CLEMENTS: 'LIFE IS FULL OF SMALL PLEASURES'
Christine Benz Oct 15, 2024
* 6 LESSONS FROM MY 6-WEEK MINI-RETIREMENT
Amy C. Arnott, CFA Oct 14, 2024
* FINANCIAL PLANNING TIPS FOR THE LATINO COMMUNITY
Samantha Lamas Sep 18, 2024
* REMOTE WORK: A CURSE OR A BLESSING FOR ADVISORS?
Sheryl Rowling Sep 16, 2024
* TOO MANY INVESTMENT ACCOUNTS? HERE’S HOW TO REDUCE THE CLUTTER
Christine Benz Aug 15, 2024
* HOW TO BRIDGE A RETIREMENT SHORTFALL
Christine Benz Jul 31, 2024
* CHARLES DUHIGG: HOW TO HAVE BETTER CONVERSATIONS WITH CLIENTS
Christine Benz Jul 16, 2024
* WHAT YOU CAN EXPECT FROM A FINANCIAL ADVISOR
Samantha Lamas Jun 20, 2024
INVESTOR BEHAVIOR
View All
* ELECTION YEARS ARE PRIMED FOR FINANCIAL MISTAKES. HERE’S WHAT YOU CAN DO
ABOUT IT
Danielle Labotka Nov 1, 2024
* ARE YOU MAKING THESE INVESTING MISTAKES AHEAD OF THE 2024 ELECTION?
Samantha Lamas Oct 31, 2024
* HOW TO SPOT A MARKET BUBBLE
Christine Benz Oct 30, 2024
* JEREMY GRANTHAM: THE BIGGER THE NEW IDEA, THE MORE THE MARKET BECOMES
OVERPRICED
Christine Benz Oct 8, 2024
* WHY DO CLIENTS THINK ADVISORS ARE VALUABLE?
Danielle Labotka Aug 27, 2024
* WANT TO RETIRE EARLY? HERE’S HOW TO START YOUR FIRE JOURNEY
Jessica Bebel Aug 25, 2024
* JACKIE CUMMINGS KOSKI: LATE STARTERS CAN STILL FIND FIRE
Christine Benz Aug 20, 2024
* A KEY TO SURVIVING THE GLOBAL MARKET SELLOFF: BE LAZY
Samantha Lamas Aug 5, 2024
* 3 ESSENTIAL CONVERSATIONS THAT CAN TRANSFORM CLIENT INTERACTIONS
Dawn Rescigno Jul 18, 2024
MORE FOR FINANCIAL ADVISORS
WHAT INVESTORS TOLD US THEY WANT FROM ADVISORS
How advisors can serve two distinct groups—wealthy clients and young investors.
Sheryl Rowling Oct 24, 2024
HOW TAX-MANAGEMENT OPTIONS ARE EXPANDING
Firms are leveraging the technology used for direct indexing to make your
portfolio more tax-efficient.
Jason Kephart Oct 17, 2024
5 CONCERNS INVESTORS HAVE ABOUT GENERATIVE AI IN FINANCIAL ADVISING—AND WHAT TO
DO ABOUT THEM
How advisors can incorporate generative AI and keep clients comfortable.
Danielle Labotka Oct 16, 2024
DOES TOLERANCE FOR RISK CHANGE IN RETIREMENT?
Do advisors need a new risk-tolerance tool to help their clients in
decumulation?
Nicki Potts Oct 15, 2024
DON’T MAKE THESE MISTAKES WITH GENERATIVE AI IN YOUR PRACTICE
Investors think that generative AI has value—if advisors use it right.
Samantha Lamas Oct 9, 2024
3 STEPS TO UNCOVERING YOUR TRUE FINANCIAL GOALS
A process to help you identify what really drives you.
Samantha Lamas and Ryan O. Murphy, Ph.D. Sep 23, 2024
WHAT’S NEXT FOR THE MARKETS AND ECONOMY AFTER THE FED RATE CUT?
For investors with a time horizon beyond a few years, even Fed decisions can
amount to just noise.
Danny Noonan Sep 18, 2024
FINANCIAL PLANNING TIPS FOR THE LATINO COMMUNITY
Wealth advisor Catalina Franco-Cicero discusses the unique challenges facing
Hispanic households and how to help mitigate them.
Samantha Lamas and Catalina Franco Cicero , MS, CFP®, CTS™ Sep 18, 2024
THE NUMBER ONE WAY AMERICANS ARE BECOMING MILLIONAIRES
The best investing may not always be thrilling.
Danny Noonan Sep 16, 2024
REMOTE WORK: A CURSE OR A BLESSING FOR ADVISORS?
Establishing clear guidelines key to building a successful work model for
employees.
Sheryl Rowling Sep 16, 2024
WHEN YOU SHOULD INVEST MORE IN ALTERNATIVES
Innovation and lower fees make alternatives a better option for retail
investors.
Larry Swedroe Sep 11, 2024
CHINA TECH STOCKS: INVESTOR FEARS COULD BRING OPPORTUNITY
China’s past performance has painted a bleak picture of the future that may not
be accurate.
Danny Noonan Sep 4, 2024
WHY DO CLIENTS THINK ADVISORS ARE VALUABLE?
Investors value advisors who attend to their financial and human needs.
Danielle Labotka Aug 27, 2024
WHAT’S BEHIND STARBUCKS’ BEST TRADING DAY EVER
How a simple change reversed negative market sentiment.
Danny Noonan Aug 16, 2024
WHY INVESTORS MISSED OUT ON 15% OF TOTAL FUND RETURNS
And six ways that you can try to close the gap.
Jeffrey Ptak, CFA Aug 15, 2024
BONDS RECLAIM THEIR DEFENSIVE STATUS
The recent stock slide proved the diversification value of bonds.
Danny Noonan Aug 13, 2024
THESE MAJOR COMPANIES AREN’T WORRIED ABOUT ELECTION OUTCOMES
While consumers are becoming more discerning about the future, many companies
are doing the exact opposite.
Danny Noonan Aug 12, 2024
9 CHARTS ON WHAT’S HAPPENING WITH THE MARKET
This month: the small-cap rotation, looming Fed-rate cuts, and cash on the move.
Danny Noonan Aug 8, 2024
RISK CAPACITY IS MORE THAN JUST A TIME FRAME
Without a destination, you’ll likely hit disappointment.
Nicki Potts and Ryan O. Murphy, Ph.D. Aug 5, 2024
WHAT IS THE FED’S TSP MUTUAL FUND WINDOW GOOD FOR?
With its $150 annual fees, for many workers, not much.
Janet Yang Rohr, CFA Aug 5, 2024
FEATURED CONTRIBUTORS
* Sheryl Rowling
Editorial Director, Financial Advisor
* Samantha Lamas
Senior Behavioral Insights Researcher
* Denise Appleby
Contributing Author
* Danielle Labotka
Behavioral Scientist (Saving & Retirement)
* Laura Lallos
Managing Editor, Morningstar Magazine
* Jerry Kerns
Editor in Chief, Morningstar magazine.
PRODUCTS FOR ADVISORS
More
* Advisor Workstation
A powerful suite of capabilities designed to help financial advisors deliver
great advice at scale.
* Morningstar Managed Portfolios
Our broad lineup of portfolios is designed to help your clients’ needs at
each stage of their lifetimes.
* Morningstar Office
A fully integrated practice and portfolio management platform for RIA firms.
* Morningstar Wealth Platform
An intuitive wealth management platform to power your business.
ADDITIONAL RESOURCES
* Advisor Digest
Every Tuesday and Thursday, get Morningstar’s essential reading for financial
professionals.
* Morningstar Investment Research
Expert analysis from 100+ global researchers on securities, funds, markets,
and portfolios.
* Morningstar Magazine
The magazine of independent research for the world’s financial professionals.
SPONSOR CENTER
Transparency is our policy. Learn how it impacts everything we do Read More
Transparency is how we protect the integrity of our work and keep empowering
investors to achieve their goals and dreams. And we have unwavering standards
for how we keep that integrity intact, from our research and data to our
policies on content and your personal data.
We’d like to share more about how we work and what drives our day-to-day
business.
HOW WE MAKE MONEY
We sell different types of products and services to both investment
professionals and individual investors. These products and services are usually
sold through license agreements or subscriptions. Our investment management
business generates asset-based fees, which are calculated as a percentage of
assets under management. We also sell both admissions and sponsorship packages
for our investment conferences and advertising on our websites and newsletters.
HOW WE USE YOUR PERSONAL DATA
How we use your information depends on the product and service that you use and
your relationship with us. We may use it to:
* Verify your identity, personalize the content you receive, or create and
administer your account.
* Provide specific products and services to you, such as portfolio management
or data aggregation.
* Develop and improve features of our offerings.
* Gear advertisements and other marketing efforts towards your interests.
To learn more about how we handle and protect your data, visit our privacy
center.
HOW WE APPROACH EDITORIAL CONTENT
Maintaining independence and editorial freedom is essential to our mission of
empowering investor success. We provide a platform for our authors to report on
investments fairly, accurately, and from the investor’s point of view. We also
respect individual opinions––they represent the unvarnished thinking of our
people and exacting analysis of our research processes. Our authors can publish
views that we may or may not agree with, but they show their work, distinguish
facts from opinions, and make sure their analysis is clear and in no way
misleading or deceptive.
To further protect the integrity of our editorial content, we keep a strict
separation between our sales teams and authors to remove any pressure or
influence on our analyses and research.
Read our editorial policy to learn more about our process.
Site Index
WHAT WE DO
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