Financial Advisors
Morningstar’s analysis and insights for financial advisors. Find new ways to connect with clients, manage market conditions, and improve your practice.
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Financial Advisor Topics
Financial Planning
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A Financial Guide on What to Do After College
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Howard Gleckman: ‘We Pretend This Isn’t a Problem’
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Best of The Long View 2023: Financial Planning and Retirement
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What Your Net Worth Statement Is Telling You
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Your 2024 Financial To-Do List
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Dan Haylett: Retirement Planning = Life Planning
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6 Conversations About Money to Have With Your Family Over the Holidays
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Financial Planning Tips for the Latino Community
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Financial Planning for Disabilities and Special Needs: What to Know
Investor Behavior
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A Financial Guide on What to Do After College
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An Investing Road Map for Early Career Accumulators
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Get Out of Your Financial Shame Spiral
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How to Avoid Lifestyle Creep
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JL Collins: The Many Paths to Financial Independence
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How to Make Your Clients Happier
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Don’t Let Your Emotions Invest Without You
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Bill Bernstein: Revisiting ‘The Four Pillars of Investing’
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Turning a ‘Hard No’ Into Financial Freedom
More for Financial Advisors
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What the New DOL Fiduciary Rule Means for Your Clients
Retirement savers get new protections as DOL extends fiduciary standard to IRAs.
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Is a New Age on the Horizon for 401(k) Participants?
As BlackRock launches its target-date series with annuities, we look back at the history of retirement-income solutions.
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The Advantage of Low Stock Market Expectations
Small caps are unloved, but that could make them a good opportunity for investors.
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Are You an Investment Historian or a Futurist?
Each approach has its advantages—and drawbacks.
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Make These Investing Moves Now for a Better Tax Day in 2025
Also, Bank of America’s fight during the proxy-voting season and Tesla’s likely signal that it’s now focusing on profits.
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Reddit Posts Show Investors Care About Climate Change, Renewable Energy, and EVs
How you talk about ESG with clients may need to change.
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5 Steps for Using an AI Strategy in Your Practice
Generative AI can help you defeat financial jargon.
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Does Your Financial Plan Fit Your Core Values?
It should, and here’s how to find them.
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Do You Have the Right Tools to Measure Your Clients’ Risk?
Seven warning signs that it may be time for a change.
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A Record Number of Americans Are Turning 65. That’s Great News for Financial Advisors
An impending wealth transfer from baby boomers to millennials signals a transformative era for financial advising.
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How to Make a Tax-Free Donation From Your IRA
Follow these 10 rules for qualified charitable distributions.
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Navigating Nvidia: Talking With Clients About the Elephant in the Room
While Nvidia has become the shiniest object in the market, advisors may consider exploring diversification opportunities with clients.
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These Bad Habits Hold Investors Back From Peak Performance
Investors will be better served focusing on what they can control.
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Dow 1 Million? A Possibility in Many Investors’ Lifetime
But it could be a long road to get there.
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How to Talk to Your Client About Alternative Investments
Advisors can steer clients in the right direction by learning how they think about alts.
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How to Handle a 401(k) Hardship Withdrawal
Before you pull out retirement funds, understand the long-term costs.
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4 Reasons Advisors Should Pay Attention to AI
Artificial intelligence was on full display at T3 Technology Conference.
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All-Time Stock Market Highs Are Nothing to Fear
The question on many investors’ minds: Is there anywhere to go but down?
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Index Funds Have Officially Won
Now what?
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The Financial Advisor Nurturing the Next Generation of Young Black Professionals
Martin A. Smith runs a robo-advisor with a goal of supporting HBCUs.