Advisor Insights

Take Our Advisor Insights Survey


Morningstar is conducting an Advisor Insights Survey to show how advisors manage their practices. The survey is designed to answer advisors’ biggest practice-management questions and benchmark their practices against the industry.

The report will provide a comprehensive analysis of all responses and be free to advisors who take the survey. Use the results to get a sense of how practice-management techniques compare to peers’.

The survey takes 10 to 20 minutes to complete, and you don’t need to do anything to prepare. The data collected by the survey is anonymous, and the contact information used to send you a copy of the resulting report won’t be used for marketing or sales purposes.

Click here: Advisor Insights Survey