After years of anticipation, the Department of Labor’s latest attempt to expand the definition of fiduciary investment advice is now dead.

Retirement plan recordkeeper security guarantees aren’t a safe harbor: ERISA plan sponsors and fiduciaries should carefully ...

Fiduciary disputes often present as technical fights — over distributions, valuations, disclosures, or duties of loyalty and care. But if you ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. On Feb. 25, 2025, President Donald J. Trump signed an ...

Whether or not a breach of fiduciary duty is a crime depends on the facts of the situation, the intent behind the actions taken and whether the conduct violates criminal statutes in addition to civil ...

More often than not, the centerpiece of an intra-owner business dispute is a claim that those in control of the business breached their fiduciary duties to the company or the minority owners. While ...

The shareholders of closely held businesses are often some of the key employees of those businesses. Unlike at-will employees, shareholder-employees are entitled to fiduciary duties. These heightened ...

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 ...

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 ...

Miscommunication in real estate can lead to costly errors and ethical concerns. This article explores the importance of transparency and fiduciary duty, highlighting how agents can maintain ...