The Advisor Sentiment Index, relaunched in January, suggests financial advisors are much more optimistic about the state of the stock market than they are about the broader economy—though most expect the economy to catch up over the next year.
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.
Carlyle Group followed the lead of larger rivals KKR and Apollo Global Management by tying the pay of dealmakers and senior employees more closely to investment outcomes.
Through mutual funds, ETFs, target date funds and direct stock ownership, 168 million Americans have exposure to publicly traded REITs.
They've invested their savings in stocks.
The adoption of model portfolios hasn’t become as widespread as the industry expected when they came on the market.
This earnings season has produced results ranging from stellar to disappointing. That’s how diversification works.
What can a securities attorney's inbox tell us about the year ahead?
