A fiduciary is a person or organization that has a legal requirement to act in the best interests of their clients. They may face serious legal consequences for failing to do so. Financial fiduciaries ...

I’m going to be professionally candid with you in this column because we need to have a conversation about the fiduciary issue. This is important because it’s not going well, my friends, and it’s not ...

Whenever the topic of talking with a financial professional who can help create a long-term strategy toward retirement arises, we label this individual a financial advisor. Choosing this individual is ...

As a society, we embrace the idea that doctors and lawyers are required to act in their patients’ or clients’ best interests. Doctors violating the Hippocratic Oath face stiff penalties, including the ...

Picking a financial advisor means trusting someone else with your money and financial future. This is an important decision, as it can impact your retirement, insurance coverage and overall financial ...

When you consult a doctor about your health, you expect to get advice based on your circumstances – age, personal and family medical history and your specific circumstances. You should expect similar ...

When making investment decisions, Americans come across plenty of unfamiliar terms and murky concepts. In addition to the investments themselves, the financial services industry is replete with its ...

The Department of Labor fiduciary rule is again on the ropes after the Fifth Circuit Court of Appeals dismissed the government’s appeal.

The Department of Labor’s fiduciary rule is under fire again. Representative Joe Wilson (R-S.C.) has introduced a bill that would delay implementation of the rule for two years, with the ultimate goal ...

If after decades of advising retirement-plans I learned one thing, it’s this: The law doesn’t reward you for almost doing everything right — ...

Advisers may have to revisit their menu designs for small businesses, but compliance with this part of the rule is expected to be lighter than others. The Retirement Security Rule, finalized in April ...

You know who has your financial best interests at heart? OK, so “Wall Street” probably wasn’t your first guess. But that could start changing this week, thanks to a long-awaited rule from the Labor ...