Fiduciaries need to question their existing and potential investments--let's examine David Witz's 6 questions a fiduciary must ask, especially in light of Tussey v. ABB.

The Department of Labor’s most recent fiduciary proposal seeking to limit conflicts of interest in providing retirement advice has been stayed nationally by a Texas district court; now a government ...

Two recently filed class-action claims against bank holding companies underscore the fiduciary risk in offering proprietary mutual funds to 401(k) participants. Two recently filed class-action ...

AN ACT relating to the fiduciary duty and proxy voting activities of public retirement systems. Section 1. Definitions. a) “Fiduciary” includes any person acting on behalf of the [state ...

Mutual fund providers sought to use digital platforms as new distribution channels for their funds, but new guidance upends a strategy that would rely only on proprietary products.