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Morningstar survey: U.S. advisor optimism falls to 36% as private-market offerings reach 40%

Half of surveyed U.S. advisors named geopolitical tensions their top market concern, up from 37%, and the share saying they intend to add private-market investments slipped to 5% from 8%.

advisers · Oct 6Cerulli and Morningstar find 10.2% of advisors' wealth clients come from DC plans

RIA · Oct 6Cerulli and Morningstar find DC plans supply 10.2% of the average advisor's wealth clients

advisers · Oct 6Cerulli and Morningstar find just over 10% of advisors' wealth clients come from DC plans

practice · Oct 6Cerulli and Morningstar: 63% of surveyed advisers see DC plans as a prospecting priority

advisers · Oct 6Cerulli and Morningstar find firms spending to turn DC plan participants into wealth clients

The Close · Oct 5Morningstar finds 55% of advisors plan no private-markets additions as supply builds

RIA · Oct 5Morningstar survey finds 80% of advisors use AI, but client-facing time stays at 53%

RIA · Oct 5Morningstar survey: 40% of advisors offer private markets as optimism falls

passive · Oct 2Thornburg's TMB bond ETF runs 1.4 years shorter duration than its index

launches · Oct 1T. Rowe Price lists TDEM, a 0.45% active emerging markets bond ETF

regulation · Sep 25The SEC's novel-ETF file now holds a four-year loss record

active · Sep 25Baron puts a risk budget around its stock picking

RIA · Sep 24Alternative ETFs are winning on the wrapper, not the strategy

investments · Sep 23HSA assets climb 19% on fee cuts the law didn't deliver

digital · Sep 22Walbridge's L5 Mission Critical hires JLL's data center chief

Morningstar

Morningstar survey: U.S. advisor optimism falls to 36% as private-market offerings reach 40%

The Family Office Daily Briefing