A fiduciary is a person or organization that acts on behalf of others and is legally bound to act in their best interests. Learn about the types of fiduciary duty.

A judge struck down parts of Prohibited Transaction Exemption 2020-02 that allowed the Department of Labor to treat certain relationships involving IRAs as evidence of a fiduciary role under ERISA.

Managed accounts offers unique personalization catered to a participant’s needs, but are the possible fiduciary mishaps worth implementing the product?

Learn the differences between fiduciaries and financial advisors, their duties, and which is the best choice for managing your financial goals.

Fiduciary duty requires fiduciary advisors to uphold the duty of loyalty, good faith, care, prudence, confidentiality, and disclosure. Start investing today, ...

As more financial advisors market their services as being "fiduciary" advice, different standards may have damaged the meaning of the word beyond repair.

Valuations and Appraisals The definition of fiduciary in the 2015 proposed regulations included providers of appraisals, fairness or similar statements of the value of an asset.

A fiduciary is an advisor who must act in your best interest. Fiduciaries can't recommend products or investments based on the commission they'll receive.

Because the fiduciary rule treats HSAs, medical savings accounts, and Coverdell Education Savings Accounts as retirement investors, the communications provided to account owners and fiduciaries ...

The American Institute of CPAs is pushing back against the Department of Labor’s proposed changes to the definition of the term “fiduciary.” Robert Reilly, a member of the AICPA’s Forensic and ...

Current Definition of Investment Advice Fiduciary Under ERISA, a person who renders (or has authority or responsibility to render) investment advice for a fee with respect to the assets of an ...