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Wednesday, October 7, 2026The Morning Brief →Sign in
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Morningstar

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In network coverage since September 25, 2026 · 16+ stories
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The Close

Cerulli and Morningstar find just over 10% of wealth clients come from DC plans

About 60% of plan participants surveyed pay no advisor, and nearly 40% of advisors say they lack the time to prospect for wealth clients.
the_wrap · Oct 7ERIC and NAGDCA ask IRS to route Saver's Match through plan rollover systems
investments · Oct 7Transamerica pooled plans reach $34.2 billion, shifting the focus to retirement income
portfolio · Oct 6Morningstar survey: U.S. advisor optimism falls to 36% as private-market offerings reach 40%
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
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