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 ...

A fiduciary is someone required to act in your best interest when providing financial advice or managing your assets. Find ...

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 ...

On April 23, 2024, the U.S. Department of Labor (the “DOL”) promulgated a final rule, titled the “Retirement Security Rule” (the “Final Rule”), updating the definition of an “investment advice ...

Oh, what a tangled web we’ve spun about fiduciary standards and financial advice in recent years. For those of you with long memories, you might recall the U.S. Department of Labor took eight years to ...

The U.S. Department of Labor has released its package of proposed changes to the regulation defining fiduciary advice and to the exemptions for conflicts and compensation for investment advice to ...

The Department of Labor is accepting comments on its new fiduciary proposal through Jan. 2, 2024. Headed by the "Retirement Security Rule: Definition of an Investment Advice Fiduciary," the DOL ...

Retirement savings are a constant concern for Americans navigating challenging economic times. Americans desperately need increased access and options for savings and investments. Instead, far too ...

In comment letters submitted to the Department of Labor, industry firms and trade groups called on the agency to withdraw its proposal to amend the definition of the term "fiduciary" and require ...

CNW/ - Edward Jones Canada, a subsidiary of one of North America's leading wealth management firms, has entered into an agreement to acquire Fiduciary Trust Company of Canada (FTCC), including its ...