In North Carolina, an accounting firm now owes a fiduciary duty to its audit client, both as a matter of law and as a matter of fact. On November 4, 2014, a North Carolina appellate court held — for ...

A fiduciary makes a legal commitment to providing clients impartial and informed guidance on their money. One would hope that anyone holding themselves out to be a fiduciary is, in fact, meeting this ...

The Department of Labor’s proposed rule would have expanded the definition of a fiduciary for retirement investors, including ...

Understand what fiduciary duty entails and why it matters when selecting the right expert to manage your money ...

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 ...

Informal settlement of a fiduciary’s account has long been the preferred method for wrapping up a fiduciary’s service. And ...

The Department of Labor (DOL) fiduciary rule does not apply only to products such as annuities. The rule also applies to health savings accounts (HSAs). An alert sent out by The Wagner Law Group ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. Starting January 1, 2024, the Corporate Transparency Act mandates that ...

One in 20 older adults is a victim of financial mistreatment, according to the National Adult Protective Services Association. Most fail to report their victimization, fearing a loss of independence.