Morningstar Grapples with What Investors Value in a Financial Advisor

Published on August 29, 2024

The new study combines years of research to gauge what clients value most and what areas advisors can focus on in strengthening relationships.

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Generative AI still too hot to touch, say investment firms

August 29, 2024
While artificial intelligence and generative AI has caught fire around the world since late 2022, a new survey from the CFA Institute shows investment firms still have mixed feelings about the technology.The survey, conducted in February 2024, gathered insights from 200 representatives across investment firms managing assets ranging from under $5 billion to over $100 billion.A significant 85 perce

The Diamond Podcast for Advisors: Marketing Tips from a CMO

August 29, 2024
Gordon “Gordy” Abel from Dynasty Financial Partners offers perspectives on why marketing matters, how to create and leverage a brand, the key aspects of an effective value proposition and more.