Discover key differences between fiduciary advisors brokers, how CFP® professionals uphold client-centered standards, and what to verify when choosing an advisor.

On October 15, 2024, the IRS released Notice 2024-77, providing guidance on the correction of inadvertent benefit ...

I’ve had an account with a big financial services corporation for many years now. At one point, I had them managing my portfolio, but I always felt like their advice to me was to ‘let it ride’ in the ...

Fiduciaries like executors, guardians, agents under the financial power of attorney and trustees are sucked into the ...

Retirement plans — including their participants, sponsors, fiduciaries, and administrators — are among those to whom the DOL is providing flexibility and extended deadlines in the wake of Hurricanes ...

Fiduciaries and financial advisors often overlap, but not all financial advisors are fiduciaries. Also, some fiduciaries aren't necessarily financial planning experts, such as how lawyers ...

The Sixth Circuit Court of Appeals recently reversed a Michigan District Court’s grant of a motion to compel arbitration and dismissal in ...

"Being a fiduciary is all about being legally accountable to the client." Fiduciaries are required to adhere to professional practices, called fiduciary principles, that make them worthy of ...

In the wake of the financial crisis, financial advisors have increasingly taken on the role of fiduciaries, putting their ...

When Joe Biden’s took office as U.S. president, he delivered on his promises when it comes to fossil fuels. The fossil fuel ...

The Biden administration’s new rule allows retirement plan managers to invest without the consent of participants to achieve their political, social or ideological goals, potentially ...

Matthew I. Whitehorn and Stephanie Searles Vogel of Dilworth Paxson LLP discuss the evolution of the law surrounding the ...