Marketing vs. factual research: what to trust (and what to question) ...

The new standard builds on the trade group’s existing fiduciary oath, underscoring its mandate that members operate fee-only ...

"Fiduciary" is sometimes used to blend legal obligations, professional ethics and marketing language into one trust-building ...

The fiduciary rule has endured legislative challenges over decades, but its guiding principles have stood the test of time.

Fiduciary duty requires real estate agents to act in the best interest of their client. This includes giving honest advice, protecting confidential information and making decisions that benefit the ...

It’s become a tricky thing for advisors to navigate: giving advice to clients about rolling over their retirement plan assets into IRAs while also staying within bounds of various compliance ...

Every 401(k) plan has at least one person who handles administering the plan and investing its assets. This role is known as plan fiduciary and it carries with it important responsibilities, including ...

Fiduciary responsibilities can be stressful for any business administering a 401(k) plan, with investment-related responsibilities being especially daunting. One of the most difficult ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. On Feb. 25, 2025, President Donald J. Trump signed an ...

Breach of fiduciary duty penalties can range from six-figure financial judgments to prison time, depending on the severity and intent behind the violation. If you're a financial advisor, this isn't ...

Fiduciary breach lawsuits against employer plan sponsors are rising, and law firm talent is moving to meet the demand ...