The U.S. Department of Justice (DOJ) dropped its defense of a Biden-era regulation that would have imposed a fiduciary duty on financial advisers when they provide retirement investment advice. The ...

The Department of Labor fiduciary rule is again on the ropes after the Fifth Circuit Court of Appeals dismissed the government’s appeal Friday. The appeal was a holdover from the Biden administration, ...

Informal settlement of a fiduciary’s account has long been the preferred method for wrapping up a fiduciary’s service. And for good reason. From the beneficiary’s perspective, they receive their funds ...

A fiduciary bond acts as a financial guarantee by ensuring a fiduciary acts in the best interest of the party the fiduciary serves, protecting estates and beneficiaries Written By Written by Staff ...

Milwaukee-based Fiduciary Real Estate Development Inc. (FRED), today announced a leadership succession plan, including plans for its president and chief executive officer Brett Miller to retire at the ...

Does Microsoft's search engine have what it takes to compete with the all-powerful Google? After testing Bing and Google side by side on basic search, news, shopping, AI features, and much more, we ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

The Sixth Circuit just held that a third-party administrator (TPA) creating an excessive, conflicted and undisclosed fee structure likely violated an implied fiduciary obligation to the plan sponsor.

On April 14, I delivered a statement of solidarity at the “Columbia University Irving Medical Center Stands Up” rally at the Sundial, where allied faculty from the Morningside campus and the medical ...

The role of a financial advisor is one that someone should unequivocally trust. If you are a fiduciary, you should be able to present your clients with recommendations that don’t serve your interests.

Financial advisors provide expert guidance on various aspects of your finances, including investments, retirement planning, tax optimization, financial planning, and even budgeting. They help you make ...

It's hard to quantify the value of trust, but new research from Cerulli Associates attempts to do just that. Processing Content In a survey of affluent investors, Cerulli found that 70% of individuals ...