Massachusetts Recognizes ERISA in Novel Fiduciary Conduct Standard
On February 21st, 2020, the Massachusetts Secretary of the Commonwealth filed the final rule of a fiduciary conduct standard for investment advisers, their representatives, broker-dealer, and their agents operating in the commonwealth, hired by plan…
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Why Do I Need a Service Provider Bond?
A service provider is a business, organization, or individual who delivers legal, consulting, storage, communication, processing, or other types of services to customers. Service providers are habitually outsourced or third party suppliers like telecommunication service…
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