The Big Picture

MAY 20, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. We have a fiduciary duty to them. The transcript from this weeks, MiB: John Montgomery, Bridgeway Capital Management , is below. I should know what’s really going on.

Management 130

Management Numbers Transportation Accounting 130

Wealth Management

JULY 11, 2025

By now, the Revised Uniform Fiduciary Access to Digital Assets Act (2015) is so far behind the changes of the cryptocurrency industry as to be almost quaint. That, ironically, gives fiduciaries of trusts a clearer position with which to exercise their duties. About the Authors Salvador C.

Estate Planning 195

Estate Planning Wealth Management Assets Fiduciary Duty 195

Wealth Management

JUNE 11, 2025

Address questions around marital trusts, powers of appointment and fiduciary duties while both spouses can provide input. Women should understand their role in the estate plan, whether they will serve as trustee, what rights they’ll have to income or principal and how decisions will be communicated to remainder beneficiaries.

Estate Planning 189

Estate Planning Planning Wealth Management Fiduciary Duty 189

Wealth Management

JULY 18, 2025

However, merging trusts requires careful navigation of state law, fiduciary duties and tax considerations. Chad Baker , Founding Member , Baker Law, Ltd. A trust merger is a tool that can simplify administration, reduce costs, remedy drafting issues and address changed circumstances or tax laws. Why Merge Trusts?

Fiduciary Duty 133

Fiduciary Duty Estate Planning Wealth Management Planning 133

Brown Advisory

NOVEMBER 29, 2022

Investing in a Resilient Future: Our Role in Supporting the Climate mhannan Tue, 11/29/2022 - 14:04 Download the Report We live in an age of technological miracles, but many of these miracles come with steep costs for society.

Investing 52

Investing Investments Fiduciary Duty Assets 52

Brown Advisory

NOVEMBER 29, 2022

Download the Report. . For our part, as an investment firm, we must view climate decisions through the lens of our fiduciary duty to generate attractive investment returns that help our clients achieve their goals over the long term. Investing in a Resilient Future: Our Role in Supporting the Climate. Tue, 11/29/2022 - 14:04.

Investing 52

Investing Investments Fiduciary Duty Portfolio Management 52

Good Financial Cents

JUNE 11, 2023

We accept a fiduciary obligation to act in your best interest, and our advice must be aimed at making money for you, not for us. Fiduciary duty means the party has a legal obligation to put your interests above their own. This is absolutely key with any financial advisor you talk to, whether in person or online.

Management 80

Management Investing Investments Accounting 80