What is a fiduciary? Investors, advisors, and regulators have spent years arguing over who should be classified as a fiduciary, but few ask what that fiduciary status means. Everyone seems to assume ...

Investors, advisors, and regulators have spent years arguing over who should be classified as a fiduciary, but few ask what that fiduciary status means. Everyone seems to assume that there is an ...

The Department of Labor is moving toward tightening its existing fiduciary definition by possibly labeling all advice, even first-time conversations, as fiduciary advice, according to a securities ...

Phyllis Borzi, Assistant Secretary of Labor of EBSA, told legislators it is imperative that impartial investment advice be accessible and affordable to retirement plan sponsors and participants. In ...

Your article was successfully shared with the contacts you provided. The DOL’s proposal expanding the definition of fiduciary investment advice was published April 20, 2015. Almost a year later, after ...

The Department of Labor better not wait too long to publish its redefinition of "fiduciary," a leading expert on retirement plan rulemaking said today. The DOL’s spring 2021 Regulatory Agenda ...

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While the Department of Labor delayed the controversial Obama-crafted fiduciary rule for 60 days, it also expressed surprising support for the regulation. “The DOL clearly does not back down from the ...