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Fiduciary duty obligates a professional to act in the client’s best interests. This can apply to financial advisors, attorneys, real estate agents and other professionals. Fiduciary duty is legally ...

Oh, what a tangled web we’ve spun about fiduciary standards and financial advice in recent years. For those of you with long memories, you might recall the U.S. Department of Labor took eight years to ...

Understand what fiduciary duty entails and why it matters when selecting the right expert to manage your money Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a staff money ...

Have you ever given someone your hard-earned money or private legal papers and thought, "Is this person really looking out ...

A fiduciary is a person or organization that has a legal requirement to act in the best interests of their clients. They may face serious legal consequences for failing to do so. Financial fiduciaries ...

It’s become a tricky thing for advisors to navigate: giving advice to clients about rolling over their retirement plan assets into IRAs while also staying within bounds of various compliance ...

If after decades of advising retirement-plans I learned one thing, it’s this: The law doesn’t reward you for almost doing everything right — it rewards you for doing it right, and documenting you did ...

A fiduciary bond acts as a financial guarantee by ensuring a fiduciary acts in the best interest of the party the fiduciary serves, protecting estates and beneficiaries Written By Written by Staff ...

It’s hard to believe that 2024 is well underway! That means it’s a perfect time to think about an issue that might get lost in the summertime and (dare I already say) year-end shuffles: fiduciary ...

Fiduciary duty requires real estate agents to act in the best interest of their client. This includes giving honest advice, protecting confidential information and making decisions that benefit the ...