Fiduciary expert says the plaintiffs’ use of Form 5500s to measure fees creates erroneous comparisons, and he recommends its new study for large plan fiduciary defense. Encore Fiduciary, a liability ...

After years of anticipation, the Department of Labor’s latest attempt to expand the definition of fiduciary investment advice is now dead.

Republican resistance to imposing user fees on investment advisers in order to fund examinations — and to a universal fiduciary duty for retail investment advice — is slowly emerging on Capitol Hill.

William Delany, Rich Smith, Jr. On August 22, 2024, the Central District of California found in favor of the defendants after a bench trial on breach of fiduciary duty claims related to the monitoring ...

In July, two Federal District Courts in Texas issued orders staying the effective date of the Department of Labor’s (DOL) fiduciary rule (Fiduciary Rule). 1 The courts determined that the industry ...

The IRS issued final regulations on the controversial question of which costs incurred by trust and estates are subject to the 2% floor on miscellaneous deductions under Sec. 67(a) (T.D. 9664). The ...

CUMMING, GA – Financial Consultants Group, a local wealth advisor, has reaffirmed its ongoing commitment to a fee-only fiduciary model, a practice it has upheld since 1996. This approach ensures that ...

Question: “How can I tell if my adviser is really a fiduciary? They claim to be, but I don’t know how to actually verify that. What specific certifications should I be looking for? What types of ...

If you're looking for someone to help you manage your money, it's natural to start by Googling terms like "financial advisor" or "investment help near me." But not all advisors are created equal—and ...