Wells Fargo is alleged to have mismanaged hundreds of millions in trust fund money for Seminole Tribe children.

Fiduciary duty: the broker, as the client’s agent, owed strict fiduciary duties including not profiting from the relationship ...

A state judge agreed with the plaintiffs that Utah has a fiduciary duty under the state's public trust doctrine to preserve ...

Affluent clients report much greater satisfaction with their current financial advisor if they adhere to the fiduciary standard, according to new research from Cerulli.

A civil jury found that the bank mismanaged a trust fund for Seminole children and charged millions of dollars in hidden fees ...

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

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

How can you be sure a trust will be managed properly, without causing a headache for the beneficiaries? The key is choosing ...

Learn how to effectively manage trust with key parties involved, the trust administration process, legal framework, best practices, and challenges.

A gift in trust is a special legal and fiduciary arrangement that allows for an indirect bequest of assets to a beneficiary. The purpose of a gift in trust is to avoid gift/estate taxes ...

Another writes, “The National Trust has shot itself in the foot, or rather its woke board has. People have left in droves, as have volunteers. Most houses are now so denuded of volunteers they ...

A shift in fiduciary duty Traditionally ... NatWest Cushon believes. The master trust, which made the headlines two years ago for its use of carbon offsets to meet more ambitious net zero ambitions ...