Advisor-Investor Dynamics: Insights from the 'Voice of the Investor' Survey

Join us for an insightful presentation on the findings from Morningstar’s latest Voice of the Investor survey, which garnered over 4,500 responses. Discover key insights into the enduring value of advisor relationships, effective communication strategies for diverse retail investors, the factors driving investment engagement, and advisors’ responses to these insights. This presentation will provide valuable strategies for enhancing advisory services through investor feedback.