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Most benefits brokers disclaim fiduciary status but courts may see things differently says Ron Peck, chief legal officer at The Phia Group
Where does the “buck” stop?
In a Florida limited liability company, an LLC manager owes fiduciary duties of loyalty and care when the company is manager-managed, and those duties run to both the company and i...
Fabricated escrow story didn't help this fiduciary duty case at the BC Supreme Court.
RIA custodians such as Schwab, Axos and Betterment, as well as some RIA platforms, are reaching out to those advisors who may need to shift some or all of their assets off Fidelity...
76% of advisers report a shift to self-funding, raising the stakes for plan oversight and documentation
The right trustee for your trust is someone organized, impartial, financially careful, and genuinely willing to take the job. That is often not your oldest child, and it is not aut...
The second-largest asset custodian tilts its policies toward larger firms as commission-free trading continues to eat into its business safeguarding client assets.
Trust & Will is the first digital estate planning platform to serve as a regulated corporate fiduciary.
In a typical securities class action, plaintiffs name the individual company officers responsible for the alleged fraud, as well as the company itself. The company’s liability is,...
When we talk about financial freedom, we usually think about income, savings, investments, debt, and returns. But there is another factor that can quietly influence our financial d...
With its acquisition of Altruist, Vanguard just bought its way into a fight it used to sit above.
SEATTLE – The U.S. Department of Labor has secured a court order to appoint an independent fiduciary to manage the abandoned 401(k) plan of a defunct Arlington-based aerospace comp...
When you create an estate plan with a Will, a Trust, or both, one of the first questions your attorney will ask is, “Who do you want to serve as your executor and trustee?” (collec...
Fidelity has informed RIAs custodying with it to find new custodians if they can't get to $100M in AUM.
Industry lawyers and experts say the latest wrinkle in a long-running LPL-Ameriprise recruiting dispute shows why advisors should strongly consider retaining their own legal counse...
A dementia diagnosis, a power of attorney, and a lawyer who benefited from both.
In the meantime, Vanguard’s $4.6 billion outlay for Altruist and push into the advisor space may put the investment giant at odds with some of its own clients, according to analyst...
Nine debtors allegedly funneled millions to children, trusts, and overseas accounts
Someone needs to own the whole picture.
Why Travelers' top fiduciary mind says PEP growth is a double-edged sword
Advisors custodying with Fidelity with less than $100 million in client assets will have to depart by June 30, 2027, according to the firm.
A new Cerulli Associates whitepaper divides RIAs into fee-only firms, hybrid companies and independent firms with insurance licenses. The results offer a striking view of how conso...
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