The “F” Word
When you're looking for someone to help you manage your finances, you'll often hear the term "fiduciary" thrown around. But what exactly…
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Fiduciary Duties
Articles and insights on Fiduciary Duties from the Omni 360 Advisors team.
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Can You Remove an Executor?
An executor is appointed to close out the affairs of a deceased person. The last will and testament is used to name…
Who’s Keeping an Eye on Your 401(K) Plan?
Have you ever wondered who is responsible for reviewing your 401(k) plan and ensuring that it is working for you? More than…
What You Need to Know About Basic Fiduciaries for Your Estate Plan
Your estate planning documents will put together numerous roles where other individuals will step in and have responsibilities on your behalf. One…
Court Finds that J.P. Morgan Mishandled Trust, Orders $18.1 Million Payout
An Oklahoma judge has recently held that J.P. Morgan & Chase Co.’s administration of the Carolyn S. Burford trust was “grossly negligent…
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