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IDC Update: April 25, 2024

DOL Releases Final Fiduciary Investment Advice Package The Department of Labor released its final fiduciary investment advice package this week. The package includes an amendment to the regulation defining who is a “fiduciary” under ERISA and the Internal Revenue Code as a result of...

2024 Investment Company Fact Book


Explore the comprehensive guide to trends, data, and insights in in the investment company industry. This edition marks the 100th anniversary of the mutual fund, offering an in-depth look at the role of investment companies in today’s economy and their impact on millions of investors.

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Glossary of Investing terms
You can find more information about many of these entries in the chapters and appendix of the Investment Company Fact Book

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