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 ...

Expertise in five critical dimensions is necessary.

Fiduciary duty obligates a professional to act in the client’s best interests. This can apply to financial advisors, ...

In the world of fiduciary financial planning, there's always going to be a new knot to untie, but some challenges just seem complex for no good reason. Exhibit A is the example of a fee-only advisor ...

A fiduciary is a person or organization that has a legal requirement to act in the best interests of their clients. They may face serious legal consequences for failing to do so. Financial fiduciaries ...

As the debate over the Clear Cooperation Policy (CCP) and the proliferation of private listings has heated up, the term “fiduciary duty” has been bandied about. But could listing a client’s property ...

Fiduciary liability insurance protects a business from claims that a benefits plan was mismanaged. Learn what fiduciary ...

Financial advisors working in the U.S. today can be broadly divided into two groups: fiduciary advisors and brokers Written By Written by Contributor, Buy Side Steve Garmhausen is a contributor to Buy ...

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 ...

The DOL’s (DOL) recent warning that it is launching a new investigative program aimed at plans that offer investments in cryptocurrency and related products, including through brokerage windows, sent ...

Banks, brokerages and insurance companies are commonly said to have a “fiduciary duty,” but that doesn’t apply solely to the way they handle customers’ investments. It also means they’re responsible ...