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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Are You on the Path to Financial Independence?
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The Psychology of Retirement Saving to Retirement Income
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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
More for Financial Advisors
What to Know About the Federal Thrift Savings Plan TSP G Fund
Be mindful of the opportunity costs of this conservative investing option.
A Financial Guide on What to Do After College
Use these resources to help you set up retirement savings, tackle debt, and begin investing.
What the New DOL Fiduciary Rule Means for Your Clients
Retirement savers get new protections as DOL extends fiduciary standard to IRAs.
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.
The Advantage of Low Stock Market Expectations
Small caps are unloved, but that could make them a good opportunity for investors.
Are You an Investment Historian or a Futurist?
Each approach has its advantages—and drawbacks.
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.
Reddit Posts Show Investors Care About Climate Change, Renewable Energy, and EVs
How you talk about ESG with clients may need to change.
5 Steps for Using an AI Strategy in Your Practice
Generative AI can help you defeat financial jargon.
Does Your Financial Plan Fit Your Core Values?
It should, and here’s how to find them.
Do You Have the Right Tools to Measure Your Clients’ Risk?
Seven warning signs that it may be time for a change.
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.
How to Make a Tax-Free Donation From Your IRA
Follow these 10 rules for qualified charitable distributions.
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.
These Bad Habits Hold Investors Back From Peak Performance
Investors will be better served focusing on what they can control.
Dow 1 Million? A Possibility in Many Investors’ Lifetime
But it could be a long road to get there.
How to Talk to Your Client About Alternative Investments
Advisors can steer clients in the right direction by learning how they think about alts.
How to Handle a 401(k) Hardship Withdrawal
Before you pull out retirement funds, understand the long-term costs.
4 Reasons Advisors Should Pay Attention to AI
Artificial intelligence was on full display at T3 Technology Conference.
All-Time Stock Market Highs Are Nothing to Fear
The question on many investors’ minds: Is there anywhere to go but down?