Current track




(Photo by Ipsumpix/Corbis via Getty Images) Corbis via Getty Images People often ask me, “Are you a Fiduciary?” While I believe I understand the intent of why they are asking that question (lately there have been a lot of TV commercials advertising what it means), the meaning of fiduciary is a little more complicated than […]

The Division of Labor is extending its grace interval for these working to adjust to the fiduciary rule that was passed in the final weeks of the Trump administration.  Whereas the rule on exemptions for prohibited transactions went into effect in February of this 12 months, the DOL initially assured fiduciaries that that they had […]