The Department of Labor (DOL) announced in September that it would be revisiting the definition of investment advice fiduciary under ERISA, with the aim of issuing a new rule in 2026. So where do ...

There’s been a lot of talk about the new federal Fiduciary Rule. We check in with Kathy Dixon, vice president and trust officer with Chemical Wealth Management in Traverse City, to help put the change ...

In recent years, the term “fiduciary” has become a buzzword across the financial industry — prominently featured in marketing materials, advisor profiles and firm websites. While the concept isn’t new ...

Stock markets raced higher in the third quarter, with the Russell 2000, S&P 500, MSCI EAFE (Local/USD), and MSCI World ...

Erie Indemnity sought to enjoin the Stephenson plaintiffs from proceeding, arguing that prior federal court judgments in the ...

In a healthcare system that’s becoming highly focused on resource management, it’s more important than ever for spine surgeons to collaborate on changes in care delivery and patient outcomes, Kai-Uwe ...