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 ...
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 ...
In July, two Federal District Courts in Texas issued orders staying the effective date of the Department of Labor’s (DOL) fiduciary rule (Fiduciary Rule). 1 The courts determined that the industry ...
The DOL’s fiduciary regulation will be effective on September 23 of this year. As a result, beginning on September 23 one-time recommendations to retirement investors can be fiduciary advice and, ...
The Defined Contribution Institutional Investment Association published this month a governance model guide for plan sponsors, “Defined Contribution Plan Governance Models: A Guide for Plan Sponsors.” ...
“A fiduciary’s responsibilities are both ethical and legal,” Shah says. “If a fiduciary violates his or her duty, you have an avenue for legal action.” Shah says, common examples of breaches of ...
Fiduciary financial advisors must choose investments that best align with their clients. These advisors generally take a more holistic and hands-on approach. Fiduciary financial advisors may charge ...
Government Ethics refer to the unique set of duties that public officials owe to the public that they serve. These duties arise upon entering the public work force either as an elected representative, ...
ERISA experts from Faegre Drinker Biddle & Reath provide guidance to registered investment advisers on the DOL’s new Retirement Security Rule. Question: I am a registered investment adviser who ...
As the debate over the Clear Cooperation Policy (CCP) and the proliferation of private listings has heated up, the term “fiduciary duty” has been bandied about. But could listing a client’s property ...
Fiduciary liability insurance is a specialized form of professional liability coverage designed to protect individuals and organizations that manage employee benefit plans. This includes anyone who ...