The deal for the $34 billion wealth firm comes as PE-backed deals set a new annual record, while the SEC puts a spotlight on ...

Pursuant to the 2024 DOL standard, someone is classified as an investment advice fiduciary if: (1) they make an investment recommendation to a retirement investor, (2) the recommendation is provided ...

Other than requiring a responsible plan fiduciary to ask for appropriate disclosures from each covered service provider as well as follow specific procedures for correcting disclosure failures, the ...

Wealth manager Fiduciary Trust International, a wholly owned subsidiary of Franklin Templeton, has announced Adam Spector as ...

Advisors and their clients can breathe a sigh of relief and take more time for planning now that the One Big Beautiful Bill Act, has made key tax and gifting rules permanent, according to a group of ...

Vance Barse evaluates which charitable planning strategies can help donors maximize impact via their estate planning.

Having an investment adviser on retainer had a moderate impact on pricing, as about half of insurers reported that it was a significant influencer. The main drivers of fiduciary liability insurance ...