PlanPlus Global

Christine Benz & Jeff Ptak interviewed Tim Mauer, Director of Advisor Development for Buckingham Wealth Partners to discuss ways for advisors to understand what’s important to and motivates a client. Learn how Morningstar's behavioral science tools help with the process.

Financial Life Planning: Personal Finance Is More Personal Than It Is Finance  - PlanPlus Global Morningstar’s Christine Benz, director of personal finance, and Jeff Ptak, head of manager research, interviewed Tim Mauer, the director of advisor development for Buckingham Wealth Partners, for Morningstar podcast, The Long View. Mauer coauthored The Ultimate Financial Plan: Balancing Your Money...

Morningstar drills into how clients’ expectations of their advisors have changed and how advisors can respond.

Meeting Client Expectations in Uncertain Times - PlanPlus Global It's industry consensus that the landscape of financial advice is evolving—specifically, the role of the advisor in the eyes of the investor. In order to drill into what these changes are, and how advisors should prepare in response to them, we interviewed members of Morningstar’s Advisory Board...