Is there a respectable and independent professional group that independently investigates and reliably certifies that individuals named “advisors” truly act as fiduciaries? I’ve learned from ...
On January 15, 2025, the Department of Labor (“DOL”) issued notice amending its Voluntary Fiduciary Correction Program (“VFCP ...
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When it comes to ERISA ligation, even if at first you do succeed, you often have to try, try again. Certainly that’s been the case of the fiduciaries of the HP 401(k) plan, one of a number of national ...
"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 ...
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Is Fidelity A Fiduciary To Your Money? What You Need To KnowFiduciaries have a responsibility to offer investment advice and recommend products that strictly align with your goals and ...
As a fiduciary financial planner, my foremost priority is the client's best interest — a key distinction that sets fiduciaries like me apart from insurance-only producers or brokers. In this ...
No documents associated with the Trusts With Court-appointed Fiduciaries bill. Check out Colorado Bill Tracker's latest week ...
A coalition of 17 state attorneys general are cracking down on BlackRock, State Street, Invesco, J.P. Morgan, Goldman Sachs ...
On January 10, 2025, the U.S. District Court for the Northern District of Texas (the “Court”) held, in Spence v. American Airlines, Inc., ...
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