A House appropriations bill includes a rider that could delay or defund the DOL fiduciary rule. The CFA is urging Congress to stand against it.
Model portfolios continue to grow more popular among financial advisors.
Public equities dipped to 29% of the average total assets in family offices surveyed, down from 31% in 2020, according to KKR's Family Capital report.
BlackRock’s ESG-related assets under management swelled 53% from the beginning of 2022 through the end of last year, even as the wider ESG fund market only grew by about 8%.