More than nine in 10 advisors now use some form of AI-enabled assistant, with 85% saying generative AI is already helping ...
The Justice Department has withdrawn its appeal in a case targeting a Biden-era regulation ...
Noting that “the fiduciary-centered issue in this case — one of dozens percolating through the courts — lives in the heartland of those standards in which clarity, uniformity, and consistency must ...
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 ...
Strategic Vision and Tech-Driven Discretionary Model Position EXTRACT as a New Force in the Global Investment Industry ...
The Department of Labor has weighed in on a third suit challenging the use of plan forfeitures to offset employer contributions.
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 ...
Former BlackRock and Focus Financial lawyer Rusty McGranahan has been named general counsel at the SEC as Trump plans a new fiduciary rule for for advisors to handle alternative asset investing into ...
correction: an earlier version of this story said that Wednesday's conference session begins at 11 a.m. ET. In fact, it begins at 12 p.m. After months and months of public debate and back-room ...
A tweak to pension schemes’ definition of fiduciary duty is needed, rather than a wholesale rewrite of the law Is it time to rethink our definition of fiduciary duty? Nobel Prize-winning economics ...
Blockbuster movies follow varied plotlines—some tragic, some heartwarming, some a mix. Often they are based on human dramas. In the real world, fiduciary relationships can set the proverbial stage for ...
A lot is being made of the fiduciary duty standard and whether or not it should be applicable to broker-dealer registered representatives. I've got news for all those Series 7 registered reps out ...