Why Investors Hire Their Financial Advisors

Presented by

Samantha Lamas and Danielle Labotka

About this talk

Research suggests that people seek out financial advisors to deal with specific financial issues such as retirement planning, receiving a lump sum of money, increased income, and more. We know an advisor's value is derived from more than just one financial need. Join Morningstar’s award-winning behavioral research team as they dive into the reasons why clients choose their Financial Advisors.

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