Understand what a fiduciary bond is and why it is important in protecting the interests of beneficiaries and other parties ...

For example, investment advisors registered with the U.S. Securities and Exchange Commission (SEC), as well as with many states, have a fiduciary duty to their clients and must disclose any ...

For example, you might pay a 0.25% fee for each mutual fund you invest in. These fees go to the investment companies that manage the funds, not to the advisor. Frequently asked questions (FAQs) ...

For example, to be a certified financial planner (CFP), you have to follow the CFP Board's Code of Ethics and Standards of Conduct, which includes acting as a fiduciary.

For example, attorneys, real estate agents and power of attorney representatives can also assume the duty of fiduciary responsibility. There are several types of fiduciary relationships.

Key Points. The role of a financial advisor is one that someone should unequivocally trust. If you are a fiduciary, you should be able to present your clients with recommendations that don’t ...

In 2022, a client came to me after suffering a 25% loss in her portfolio, amounting to $500,000. She had been working with an adviser who wasn’t a fiduciary and who had reassured her that ...

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