No ‘fiduciary breach’: AT&T wants its ‘cookie-cutter’ 401(k) forfeited funds lawsuit dismissed. The telecom giant is one of the latest employers to get sued for using forfeited plan funds ...

That ruling was initially upheld by a majority Divisional Court decision, but was then overturned in 2023 by the Court of Appeal — which found that a claim based on an alleged breach of a common ...

In exercising this fiduciary duty, consultants and other advisers should seriously consider the use of alternative investments. Alternative assets may not be right for the do-it-yourself 401(k ...

American Infrastructure Funds agreed to pay more than $1.6 million to settle SEC charges that the firm breached its fiduciary duty in three ways.

Investors in Nightingale Properties’ projects finally have an answer about the fate of their funds. It’s not the answer they were hoping for. Nightingale had raised more than $54 million from ...

A true fiduciary could charge assets under management (AUM) fees and use mutual funds that don’t charge a commission, but they can’t sell a mutual fund as a product, says certified financial ...

Investment funds run by financial giants such as Goldman Sachs and BlackRock are “foregoing billions of dollars in shareholder returns” to comply with “woke” environmental, social and ...

Certified Financial Fiduciary National Association of Certified Financial Fiduciaries Of the 200+ credentials now available to financial professionals, only ten have earned this prestigious ...

Certified Financial Fiduciary National Association of Certified Financial Fiduciaries The American College of Financial Services This groundbreaking partnership ...