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Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
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U.S. Department of Labor

In PWD coverage since August 14, 2026 · 10 stories
PWD coverage
investments

CFA Institute's private-markets math argues for TDF sleeves, not menu slots

Three of five private asset classes cost retirement wealth in the CFA Institute's modeling, which is precisely the argument for putting them inside a glidepath rather than on a self-directed menu.
policy · Sep 16Groom's new hire bets ERISA's next fight is the plan menu
practice · Sep 12DOL's overtime exemption turns on duties, not titles
RIA · Sep 11DOL's alts safe harbor trades fiduciary judgment for paperwork
RIA · Sep 10The PEP pitch sells fiduciary relief the contract keeps
practice · Aug 24For RIAs, the salary-basis test is a payroll audit
policy · Aug 18DOL proposes extending e-delivery rules to group health plans
the_wrap · Aug 17Private deals are closing; the DOL benchmark remains missing
policy · Aug 17DOL's benchmark rule puts private markets to the test
RIA · Aug 14Bloomberg Finds Signs of Fake Support for 401(k) Private Equity Plan
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