Founded in 2007 by high-profile industry dealmaker Mark Hurley, Fiduciary Network has minority stakes in at least 17 independent firms, including Evensky & Katz Wealth Management, Sand Hill Global ...

Through this relationship, M Financial’s 800 producers will have access to a benchmarking report for their clients after having their clients sign a one-page form authorizing the benchmarking study, ...

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“Fiduciary” sounds simple: put the client first. But here’s the truth—not all fiduciary financial advisors are equal. Some meet only the minimum legal bar. Others add rigorous training, broad planning ...

Financial advisors working in the U.S. today can be broadly divided into two groups: fiduciary advisors and brokers Written By Written by Contributor, Buy Side Steve Garmhausen is a contributor to Buy ...

The law firm of Stember Feinstein Doyle&Payne, LLC is investigating whether Marshall&Ilsley (M&I) violated its fiduciary duties to its retirement program by maintaining investment offerings in certain ...

If you’ve been looking for financial help, you’ve probably come across the terms fiduciary and financial adviser in your hunt. A fiduciary is someone who puts their clients’ interests ahead of their ...

How will the Department of Labor's fiduciary rule impact deal making in the advisory market? Expect fewer RIA transactions, says Pershing Adviser Solutions CEO Mark Tibergien, one of the industry's ...

Some state governments have begun to fight back against progressive ESG initiatives and the attempt to redefine the purpose of businesses. States can enact legislation to ensure that state retirement ...

I’m a fiduciary, and proud of it. I like that my clients know I always put their best interests first when I’m working with their hard-earned money, and I take that responsibility seriously. Draft a ...