With Washington causing quite a stir in proposing changes to the definition of fiduciary, the Virtual PLANADVISER National Conference brought together experts to discuss the realities of such a ...

The terms fiduciary and fee-only are not interchangeable. Knowing the difference ensures investors get the advice and the ...

Fiduciary deeds are just one of several types of deeds used in property transfers. This type is used to transfer property such as real estate when the owner can’t sign a deed for legal or other ...

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We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

The Biden administration unveiled the final version of its fiduciary rule Tuesday, effective Sept. 23. Like previous attempts, the rule will redefine the definition of fiduciary under ERISA. The ...

The Securities and Exchange Commission has signaled it could move sooner rather than later on its own changes to investment advice and conflict of interest rules. Media reports are citing comments ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

The Department of Labor has several objectives in issuing its latest iteration of the fiduciary rule and one of them is expanding the scope of fiduciary activities, a Washington attorney said. The ...