A fiduciary deposit account is an account that’s owned by one or more persons but managed by another. The owner is known as the principal, while the manager is known as the fiduciary. These accounts ...

What is a "Fiduciary" anyway? According to Pennsylvania's Probate, Estate and Fiduciary Code, a fiduciary "includes personal representatives, guardians, and trustees, whether domiciliary or ancillary, ...

The DOL's fiduciary duty rule requires firms to put investors first. The rule led firms to switch to fee-based accounts. Fee accounts could cost investors 60% more than commission accounts. When the ...

The Department of Labor is out with a new fiduciary investment advice rule that make it so one-time advice, such as rollovers to individual retirement accounts or annuity purchases, must be in the ...