In June 2020, a new proposal, Proposal 3.0, was released by the Department of Labor, which “reinstated the investment advice fiduciary definition in effect since 1975 accompanied by new ...

The US Department of Labor has asked the 5th Circuit Court of Appeals to pause its appeal of a stayed rule that would have expanded the definition of a “fiduciary” under the Employment Retirement ...

Under the previous administration, the Department of Labor had filed notices of appeal in the fall of 2024 in two federal ...

Advisers see a more favorable regulatory environment but also seek more independent education about cryptocurrency assets.

These professionals can help you analyze your finances, define your goals and create ... other types of advisors who do not use the term. Fiduciary and financial advisor are related terms, but ...

The president recently delayed the new fiduciary rules pending further review. But they are supposed to ensure that advisers and investors are “on the same side of the table,” specifically ...

When it comes to demonstrating and maintaining a fiduciary duty, financial professionals who have the accredited investment fiduciary, or AIF, credentials have a little more "oomph." This ...

What it means to be a fiduciary advisor has a long and convoluted history. In fact, the original "fiduciary rule" was introduced by the U.S. Department of Labor around the same time consumers ...