Affluent clients report much greater satisfaction with their current financial advisor if they adhere to the fiduciary ...

Each family should examine their current family objectives for multiple generations for income needs and family funding needs ...

Wells Fargo Bank will appeal Tuesday’s landmark verdict awarding more than $800 million to a trust fund benefiting the ...

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].

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 ...

The Purchaser Business Group on Health (PBGH) is expanding its advisory services to all large employers to help them meet their fiduciary responsibilities, the organization announced last week.

On February 21, 2025, the Supreme Court of Texas delivered a significant ruling in the case of Pitts v. Rivas, addressing the issue of fiduciary duties within professional relationships.

It's hard to quantify the value of trust, but new research from Cerulli Associates attempts to do just that. In a survey of affluent investors, Cerulli found that 70% of individuals who believe ...