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Wealth Advisor Daily
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Tuesday, October 6, 2026The Morning Brief →Sign in
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Joe Agostinelli

In PWD coverage since October 5, 2026 · 3 stories
PWD coverage
portfolio

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%.
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
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