Whether or not a breach of fiduciary duty is a crime depends on the facts of the situation, the intent behind the actions ...

Thoughtful allocation of fiduciary responsibility can accommodate a wide range of circumstances. Its effectiveness in fulfilling grantor intent and providing for beneficiaries’ best interests will ...

The terms fiduciary and fee-only are not interchangeable. Knowing the difference ensures investors get the advice and the ...

Fiduciary duty in the age of AI is not about chasing trends. Are we maximizing every dollar and every hour entrusted to us? Boards have always been guardians of resources. Now, they are also guardians ...

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 ...

Forbes contributors publish independent expert analyses and insights. Ashley L. Case, J.D., LL.M., writes about tax and estate planning. Form 56 serves as a conduit of communication between taxpayers ...

The Employee Benefits Security Administration will host a three-part webinar series in March entitled, “Getting It Right—Know Your Fiduciary Responsibilities.” The series aims to educate fiduciaries ...

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 ...

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