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
  • Fee structures, and how they’re changing
  • Portfolio construction

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.