Voice of the Advisor: Insights Shaping Advisor Strategies and Opportunities

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Presented by

Joseph Agostinelli, Senior Director of Market Research | Morningstar, Inc., Thomas Aviles, VP Business Development, Financial Planning | Morningstar, Inc., Craig Canton, RICP, Investment Advisor | United Advisors America

About this talk

Morningstar collected more than 550 survey responses from financial advisors in their 2024 Voice of the Advisor research study to understand their strategic goals and how they serve their clients. Sr. Director of Market Research Joe Agostinelli will be joined by VP of Business Development, Financial Planning Thomas Aviles and Investment Advisor Craig Canton, RICP from United Advisors America to get into the data that speaks to advisors, from advisors. In this webinar, we will discuss: •The value advisors feel they add to client relationships compared to where clients say their advisors add the most value •How advisors are structuring their practice to better serve their clients •The relationship between advisors and asset managers/wholesalers
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