Fiduciary Duty

Explore the transformative guidelines introduced by the Uniform Prudent Investor Act (UPIA), which modernized fiduciary investment and discretion to enhance portfolio diversification and performance.

Learn how open architecture in the finance industry can help you access a variety of investment products designed to meet your specific needs, enhance your portfolio's diversification, and ensure unbiased financial advice.

Discover the key features of the Investment Advisers Act of 1940 and its implications for financial advisers and their fiduciary duties.

Explore why go-shop periods are essential in M&A deals and how they ensure fair valuation and shareholder interests.

Dive deep into the dynamics of the principal-agent relationship, where one entity legally appoints another to act on its behalf, and discover the special considerations that ensure successful collaboration.

Discover the multifaceted role of agents in legal and professional fields and learn about the various types of agents, their duties, and the process of becoming an agent in different industries.