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

The Modern Language Association stopped a boycott, divest, and sanctions vote, fearing legal repercussions could mean ...

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

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

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 ...

"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 ...

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 ...

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 ...

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

The suit, filed in the U.S. District Court for the Northern District of Texas ( Ware v. Coca-Cola Sw. Beverages LLC, N.D. Tex., No. 3:24-cv-02707, complaint 10/28/24 ), charged plan fiduciaries with: ...