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The Labor Department’s New Fiduciary Rule: How It Can Affect You

November 20th, 2017

The Wall Street Journal recently reported on the Labor Department’s new fiduciary rule that protects retirement investors from conflicts of interest.  The new rule requires financial advisers and brokers to put the client’s best interest first. Previously, the “suitability” standard required advisers to recommend investments that suited a client’s needs but were not necessarily in…


Fiduciary Compensation in California

February 21st, 2017

This series of three posts examines fiduciary compensation in California.  Fiduciaries in California are generally entitled to compensation for their efforts.  (By “fiduciaries” we mean executors, conservators, guardians, and trustees.)  However, the Probate Code contains myriad rules governing compensation, and in Northern California different counties (Alameda County and Contra Costa County, for example) have widely…

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