Join the Morningstar Behavioral Research Circle

We’re looking for advisors and individuals to help us shape the way we help investors reach their goals. By joining our research circle, you’ll participate in new studies on investors––who they are and what their goals are, and how advisors and asset managers can better serve them.


Circle Members Can Expect:
  • Voluntary participation: Each study is voluntary. Feel free to participate when you can.
  • Flexible timeframes: Studies will be open for at least one week and most can be taken at any time of the day.
  • Variety of opportunities: Studies range from 5-min surveys to multi-session field studies.
  • Early access to findings: We'll contact you about results before they're published, so you can get ahead of the curve.

To join the Morningstar Behavioral Research Circle, please enter your information below: