Artificial intelligence introduces new tools, efficiencies and risks. But it does not create a new fiduciary standard.

Advisors increasingly deal with executive benefits when creating an estate plan for business executives. What to know.

In prior posts, I have discussed the importance of having up-to-date investment policy statements. Not only are they a good proof of diligence on the part of fiduciaries (assuming they are followed) ...

At the heart of tax qualified retirement plan compliance is a requirement to timely adopt plans and plan amendments. Failure to adopt plan amendments when required can result in plan disqualification.