The Department of Labor wrote its new fiduciary focused Retirement Security Rule with a big focus on surviving a court ...

ERISA experts from Faegre Drinker Biddle & Reath provide guidance to registered investment advisers on the DOL’s new ...

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, ...

Who can provide a strategy for rolling over pre-tax accounts in order to take part of a tax hit now, and reduce taxes later?

A fiduciary investment advisor is legally required to provide advice solely in the best interests of the client. Fiduciaries ...

Dozens of members of Congress are backing resolutions of disapproval that would derail a policy they say will limit access to ...

“Fiduciary” and “fiduciary responsibility” are much-used terms in the law and in personal finance fields. And if you’ve looked into hiring someone to manage your money or ...

Chief investment officer of the $175 billion Aware Super, Damian Graham, said the government has significantly underestimated ...

A bicameral group of senators and house representatives have launched a joint resolution seeking to quash the rule.

ACLI’s ”focus now is on scrutinizing the Labor Department’s regulatory package and considering what can be done to ensure ...

Perhaps most importantly, it defines when a person becomes a fiduciary in the course of making investment recommendations to ...

The Retirement Security Rule, finalized on April 23, is polarizing and is sure to face significant legal challenges (one ...