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 ...

Many logistical issues remain for the pilot program that will open $1,000 investment accounts for newborn U.S. citizens. When investment accounts for newborns, now known as “Trump Accounts” after ...

As a first-generation American who grew up in a low-income neighborhood, I know the challenges that working families face in building a solid financial future for themselves. So, when the federal ...

The Labor Department’s latest push for a new fiduciary rule would protect investors’ retirement savings and require financial services providers to change. By Tara Siegel Bernard It seems like an ...

The U.S. Securities and Exchange Commission (SEC) issued, on March 30, 2022, a staff bulletin "reiterating the standards of conduct for broker-dealers and investment advisers when they are making ...