The Department of Labor is moving toward tightening its existing fiduciary definition by possibly labeling all advice, even first-time conversations, as fiduciary advice, according to a securities ...

Phyllis Borzi, Assistant Secretary of Labor of EBSA, told legislators it is imperative that impartial investment advice be accessible and affordable to retirement plan sponsors and participants. In ...

Fiduciary deeds are just one of several types of deeds used in property transfers. This type is used to transfer property such as real estate when the owner can’t sign a deed for legal or other ...

In comments to the Department of Labor (DoL) regarding the proposed change to the definition of fiduciary, Liberty Capital Investment Corporation said the rule “would be a litigation nightmare.” In ...

What is a fiduciary? Investors, advisors, and regulators have spent years arguing over who should be classified as a fiduciary, but few ask what that fiduciary status means. Everyone seems to assume ...

Discover the benefits and requirements of being a fiduciary advisor, a role offering personalized financial solutions and ...

The Department of Labor better not wait too long to publish its redefinition of "fiduciary," a leading expert on retirement plan rulemaking said today. The DOL’s spring 2021 Regulatory Agenda ...

Your article was successfully shared with the contacts you provided. The DOL’s proposal expanding the definition of fiduciary investment advice was published April 20, 2015. Almost a year later, after ...

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