Meeting Client Expectations in Uncertain Times

It’s industry consensus that the landscape of financial advice is evolving—specifically, the role of the advisor in the eyes of the investor.

In order to drill into what these changes are, and how advisors should prepare in response to them, we interviewed members of Morningstar’s Advisory Board—a group of financial professionals who help set the future product direction for the financial advisory segment by representing the voice of our clients, their peers, and industry leaders. Largely, they agreed that investor expectations for financial professionals have increased in intensity.