The findings show that workflow friction and rapid growth in private market complexity are preventing advisers from reclaiming time.
Morningstar has released its 2026 Investor Perspectives Advisor Study on 5 October, showing that while advisers are adopting artificial intelligence (AI) at a rapid pace, they are not yet gaining meaningful time back in their daily workflows. The survey logged 501 online responses collected across the US from 21 July to 16 August The 2026 Investor Perspectives Advisor Study is the third instalment in the annual Morningstar Investors Perspectives Advisor study, which provides new insigh