The Supreme Court of Texas, in In re UMTH General Services, L.P. et al.,[1] held that claims against a third party advisor for breaches of fiduciary duty to an entity and its shareholders were claims ...

Retirement is a new stage of life that may include travel, part-time work, new interests or a slower pace. Preparing for it ...

The U.S. Department of Labor has announced plans to revisit and likely revise the fiduciary-advice rule in 2026, signaling significant ...

The president of Cetera Wealth Management talks with Barron’s Advisor about his open recruiting pitches to Commonwealth advisors, his role in Cetera’s acquisition of Avantax, and more. The brokerage ...

Wealth managers say AI and other new technologies are changing the way they invest in energy in client portfolios.

US-based private equity firm GTCR has agreed to acquire Fiduciary Trust Company (Fiduciary) for an undisclosed sum, to expand ...

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GTCR continues to place bets on the wealth management space by taking control of the Boston-based Fiduciary Trust Company.

Private-equity company GTCR continued its expansion into the advisor ecosystem with the announcement today that it has acquired Boston-based Fiduciary Company Incorporated and its operating ...

Many items on the commission’s examination agenda for 2026, such as advisors’ fiduciary duty and AI, are familiar, but ...

Fiduciary laws trace their roots to ancient times, but the terms of the Investment Company Act of 1940 and the Investment ...

In In re Umth Gen. Servs., L.P., United Development Fund IV (“Trust”) was a Maryland real estate investment trust with over ...