In today’s episode, Morningstar Inc’s Sam Lamas, senior behavioral researcher, and Dr. Danielle Labotka, behavioral scientist, discuss the importance of setting expectations on both sides.

Why Do Investors Stop Working with Financial Advisors?

6 Most Common Reasons to Fire an Advisor

What Are Investors Actually Looking For?

Quality, Cost, and Performance Factor

Money Conversations with Your Advisor 

How To Repair Your Relationship with Your Financial Advisor

Who Is Most Likely to Breaking Up with an Their Advisor?

Read about topics from this episode. 

Why Do Investors ‘Break Up’ With Their Financial Advisor?

Why Advisors Shouldn’t Worry About Losing Trust During Market Volatility

More Investing Tools Won’t Solve All Your Problems

Even Advisors Aren’t Immune to Overconfidence Bias

What to watch from Morningstar.

Spot Hidden Crypto Stocks and Funds in Your Portfolio

Midyear Market News: 'Unusual' Stock Rally and Today’s Sticky Inflation

Turning a ‘Hard No’ Into Financial Freedom

Gain From the Weight-Loss Trend With These Stocks

Read what our team is writing:

Ivanna Hampton

Danielle Labotka

Samantha Lamas

Follow us on social media.

Ivanna Hampton on Twitter: @IvannaHampton

Samantha Lamas on Twitter: @SamanthaLamas4

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