Morningstar’s Advisor Insights Survey

Welcome to Morningstar’s Advisor Insights Survey: a detailed look at major questions in advisor practice-management.

The survey includes:

  • Effective methods for growing a practice
  • Cultivating client relationships
  • Client specializations portfolio construction
  • Fee structures, and how they’re changing

The resulting report, which will help you benchmark and compare your practice to advisors across the industry, will be freely available only for advisors who complete the survey.