Regulation Best Interest

Burt Marshall borrowed millions from friends and clients in Hamilton, New York. Now he owes them $90 million that his…

Law360 (May 14, 2024, 9:40 PM EDT) — Massachusetts-based Berkshire Bank is facing a proposed class action brought by an…

The U.S. Department of Labor on Tuesday said it has finalized a fiduciary rule governing retirement accounts that will close…

When you walk into a financial adviser’s office, you expect them to put your best interests above all else —…

Some financial advisors did not get a lot of love from the White House bully pulpit on Tuesday when President…