Explore the Certified Trust and Fiduciary Advisor (CTFA) designation, its requirements, benefits, and how it enhances careers ...

Expertise in five critical dimensions is necessary.

Fiduciary Management, Inc. notes that high-tech concentration and speculative behavior dominated 2025 returns despite ...

OFAC enforcement action highlights sanctions risk for trustees, corporate service providers and family offices.

How can I reliably verify that a specific financial advisor is a true and full fiduciary – and that they’re not just conning and misleading me? Is there a respectable and independent professional ...

Fiduciary liability insurance protects a business from claims that a benefits plan was mismanaged. Learn what fiduciary ...

In July, two Federal District Courts in Texas issued orders staying the effective date of the Department of Labor’s (DOL) fiduciary rule (Fiduciary Rule). 1 The courts determined that the industry ...

Some financial advisors might charge a hefty fee, treat you to lunch, and ask for referrals while still managing your ...

Fiduciary responsibility is the obligation one party has to another to act entirely on the other party’s behalf and best interest. In the financial services world, a fiduciary is an entity (person or ...

Florida law sets strict fiduciary duties for condo boards and managers and outlines multiple legal condo structures, each with unique rules.

There is an unfortunate tendency by some municipal advisors to equate the advisors’ fiduciary duty of due care with mere professional standards for non-fiduciary professionals. According to this ...

Fiduciary liability insurance protects companies from lawsuits if they makes errors or fails to act in employees’ best interests. For example, if beneficiaries of a 401 (k) plan accuse administrators ...