Sentences with phrase «fiduciary role»

In performing this important fiduciary role, ONRR collects an average of over $ 10 billion dollars in annual revenue — one of the Federal government's largest sources of non-tax revenue.

The attorneys of Rack & Moccia provide experienced legal counsel to our clients serving in many fiduciary roles, including those of executor, administrator and trustee.

We also serve in those same fiduciary roles when appointed by clients, beneficiaries, resigning trustees or the courts.

«They aren't doing their own independent fiduciary role of questioning — they don't do any independent probing.»

To offset this legal risk, you can, however, anticipate seeing advisors make the switch to fee - based accounts and products to minimize their legal risk and ensure that they're meeting their new fiduciary role.

There are some exceptions for fiduciary roles (i.e. stockbrokers etc).

We are acutely aware of the fiduciary role we play for our clients and the responsibility we bear managing investments on their behalf.

While these services have been available in the past, since the DOL has broadened the fiduciary role to include most financial advisors and plan sponsors, new and expanded outsourcing options have surfaced and are expected to become much more popular.

But it's also time for that reader to play his or her fiduciary role in the equation again, and prove the bargain basement prices of the fin - de-agency period to have been what they were, the dive for algorithmic leverage of amateurs flooding the market.

The fiduciary role is to furnish expert advice and recommendations regarding the retirement plan.

If subject to a trust the trustee has a fiduciary role with respect to management of the assets and to the beneficiaries of the trust.

If there is conflict between family members, naming one of them in a fiduciary role can bring them further apart, particularly if the fiduciary role involves a lot of discretion.

The Supreme Court dismissed the appeals of the Ermineskin Nation et al. against the Federal Court of Appeal ruling that denied the plaintiffs» claim that the federal government had a fiduciary role under Treaty Number 6 such that the oil and gas revenues resulting from extraction under the plaintiffs» land should have been invested for their benefit.

When I examine how this impacts my business, I reflect on my fiduciary role in serving the interests of my clients.