fiduciary

Talk to a fiduciary about tax efficiency, using tax-loss harvesting during swings and, keeping in step with your optimism, getting a handle on the kind of capital gains you can expect to pay.

The board, Comer alleged, is sidestepping the fundamental fiduciary obligation to protect “the integrity of the museum, despite our best intentions.”

Some, but not all, money managers are fiduciaries – professionals who have to act in their clients’ best interest under the Investment Advisers Act of 1940.

Furthermore, not all money managers are fiduciaries — professionals who have to act in their client’s best interest under the Investment Advisers Act of 1940.

The crypto companies seeking charters say they would provide fiduciary services to customers whose digital assets they hold and issue stablecoins, a cryptocurrency designed to maintain a fixed value.