Close
ThinkAdvisor

7 Takeaways on the Future of Advice: Morningstar Panel

X
Your article was successfully shared with the contacts you provided.
X
Your article was successfully shared with the contacts you provided.

Changes affecting what the advisor of tomorrow will look are moving ahead quickly during the pandemic.

A panel discussion Wednesday on the “Future of Advice,” moderated by Morningstar’s director of personal finance, Christine Benz, highlighted the key areas where this is happening.

The session, held during this week’s virtual Morningstar Investment Conference, included topics like diversity and regulation.

See the gallery for the seven key takeaways from on how advisors should best position their practices for future growth.

Related on ThinkAdvisor:

More on this topic