Fiduciary duty obligates a professional to act in the client’s best interests. This can apply to financial advisors, attorneys, real estate agents and other professionals. Fiduciary duty is legally ...

Fiduciary duty obligates a professional to act in the client’s best interests. This can apply to financial advisors, attorneys, real estate agents and other professionals. Fiduciary duty is legally ...

In the world of fiduciary financial planning, there's always going to be a new knot to untie, but some challenges just seem complex for no good reason. Exhibit A is the example of a fee-only advisor ...

Bad behavior in the workplace is in many instances a legal wrong that leads to legal consequences. Sexual harassment, for example, leads ...

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 ...

As the debate over the Clear Cooperation Policy (CCP) and the proliferation of private listings has heated up, the term “fiduciary duty” has been bandied about. But could listing a client’s property ...

Banks, brokerages and insurance companies are commonly said to have a “fiduciary duty,” but that doesn’t apply solely to the way they handle customers’ investments. It also means they’re responsible ...

Fiduciary financial advisors must choose investments that best align with their clients. These advisors generally take a more holistic and hands-on approach. Fiduciary financial advisors may charge ...

The DOL’s (DOL) recent warning that it is launching a new investigative program aimed at plans that offer investments in cryptocurrency and related products, including through brokerage windows, sent ...

Fiduciary liability insurance is a specialized form of professional liability coverage designed to protect individuals and organizations that manage employee benefit plans. This includes anyone who ...