Morningstar: Geopolitical Tensions, Inflation Top List of Advisors’ Market Concerns
This year’s survey of advisor sentiment showed less optimism about market conditions and a modest increase in the adoption of alternative investments.
| Ticker |
MORN
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| CIK | 0001289419 |
| SIC | 6282 |
| Sector | Finance, Insurance, And Real Estate |
| Industry Category | Trading |
| Industry Group | Security And Commodity Brokers, Dealers, Exchanges & Services |
| Address | 22 WEST WASHINGTON STREET, CHICAGO, IL, 60602 |
| Website | morningstar.com |
| Phone | (312) 696-6000 |
| CEO | Kunal Kapoor |
| Employees | 12,200 |
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Morningstar: Geopolitical Tensions, Inflation Top List of Advisors’ Market ConcernsThis year’s survey of advisor sentiment showed less optimism about market conditions and a modest increase in the adoption of alternative investments. Advisors Adopt AI Fast, but Still Aren’t Getting Their Time Back, Says 2026 Morningstar Investor Perspectives Advisor StudyCHICAGO, October 05, 2026--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investing insights, today released its annual Morningstar Investors Perspectives Advisor study, the third installment in the 2026 Morningstar Investor Perspectives series. Following research on retail investors and asset owners, the study provides new insight into how advisors are responding to AI adoption, rising client expectations, and market uncertainty. The findings reveal a growing paradox: advis How Should Retirees Divide a Portfolio Among Stocks, Bonds and Cash?There are many different approaches and strategies for retirement investing that might appeal to you. But how do you tell if a certain strategy works for your situation? When evaluating different approaches, consider how each strategy is put together and … Continue reading → The post Here's How Much to Keep in Stocks, Bonds and Cash in Retirement appeared first on SmartAsset Blog. He Hit $1 Million and Retired at 62. A 4% Draw Gives Him $40,000 a Year, but Claiming Social Security Then Can Cut His Check 30%Reaching $1 million felt like the finish line, but the order in which he pulls the retirement levers may quietly drain hundreds of thousands of dollars before he ever notices the damage. I’m 55 and Ready to Retire: What Happens to My 401(k)?The retirement journey is a long-term process. You have to save for many years before reaching your retirement goals, but what happens when your portfolio is large enough to retire? A Redditor recently posted in the Financial Planning subreddit about how to adjust a portfolio after retiring. The Redditor is 55 years old and has done a … I’m 55 and Ready to Retire: What Happens to My 401(k)? |