If you’ve searched for a financial advisor recently, you’ve likely run into a word that wasn’t widely associated with the profession before the mid-2010s: fiduciary. Financial advisors are ...

What it means to be a fiduciary advisor has a long and convoluted history. In fact, the original “fiduciary rule” was introduced by the U.S. Department of Labor around the same time consumers first ...

Fiduciary financial advisors must choose investments that best align with their clients. These advisors generally take a more holistic and hands-on approach. Fiduciary financial advisors may charge ...

Recently updated research from Vanguard confirms that working with an adviser can potentially add, or even exceed, 3% in annual net returns, than not working with an adviser. Yet only 35% of Americans ...

A fiduciary is a person or organization that has a legal requirement to act in the best interests of their clients. They may face serious legal consequences for failing to do so. Financial fiduciaries ...

Fiduciary duty: Acting in a client's best interest A fiduciary duty is the set of laws, rules, or guidelines a fiduciary follows. Generally, a fiduciary has to act in a client's best interests ...

When it comes to money matters and planning for the future, you’ve probably heard about financial advisors. But did you know that there are two types of financial advisors, fiduciary and non-fiduciary ...

The Department of Labor (DOL) announced in September that it would be revisiting the definition of investment advice fiduciary under ERISA, with the aim of issuing a new rule in 2026. So where do ...

Fiduciary liability insurance is a specialized form of professional liability coverage designed to protect individuals and organizations that manage employee benefit plans. This includes anyone who ...

The fiduciary rule has faced decades of debate, but its core promise remains the same: Put the client first. What it means to be a fiduciary advisor has a long and convoluted history. The original ...

Recently updated research from Vanguard confirms that working with an adviser can potentially add, or even exceed, 3% in annual net returns, than not working with an adviser. Yet only 35% of Americans ...