Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. I was sitting in my office, listening to someone I didn’t know very well completely dash my ...

Investment advice refers to professional guidance provided by financial experts, such as financial planners or investment advisors, on how to invest your money in a way that aligns with your financial ...

On April 23, 2024, the U.S. Department of Labor (“DOL” or “Department”) issued a final regulatory package amending its fiduciary investment advice regulation and revising numerous existing prohibited ...

On October 31, the Department of Labor (DOL) released a proposed rule (the Proposed Rule) aiming to redefine and expand who qualifies as an “investment advice fiduciary” under the Employee Retirement ...