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Tag: fiduciary
FedEx Co. (FDX) Stake Held by Loring Wolcott & Coolidge Fiduciary Advisors LLP Ma
2016-02-29 22:26:48| Air Courier - Topix.net
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA maintained its stake in shares of FedEx Co. during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission .
Loring Wolcott & Coolidge Fiduciary Advisors LLP Ma Raises Position in Whole Foods Market, Inc.
2016-02-23 01:05:44| Grocery - Topix.net
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA boosted its stake in Whole Foods Market, Inc. by 38.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 371,973 shares of the company's stock after buying an additional 103,349 shares during the period.
Tags: inc
market
position
foods
Supreme Court Expands Scope of Fiduciary Liability
2015-05-30 09:20:34| Energy - Topix.net
In Tibble v. Edison International , the U.S. Supreme Court expanded the scope of the duty of prudence owed by ERISA fiduciaries.
Tags: court
scope
liability
supreme
Supreme Court Favors Employees in Retirement Plan Fiduciary Claims Against Edison Intl.
2015-05-20 02:54:13| Energy - Topix.net
The U.S. Supreme Court on Monday revived claims made by Edison International employees who accused the utility of favoring higher-cost mutual funds over lower-cost ones in its retirement plan. On a 9-0 vote, the court threw out an appeals court ruling that limited the number of claims that could be made in the case involving Edison's retirement plan management.
Tags: plan
court
claims
employees
Raymond James CEO Calls on Advisors to Fight DOL Fiduciary Definition
2015-02-04 00:04:16| Apparel - Topix.net
RIA Leaders: Top 20 Firms for 2015 Over the years, Financial Planning has been striving to make the annual RIA Leaders list ever more rigorous, weeding out advisory firms that take commission, have registered reps, are owned by big stakeholders. This year's ranking calls out the most successful independent, fee-only players who have been able to say no to the big offers -- at least so far.
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definition
calls
fight