Utvidet returrett til 31. januar 2025

The New Fiduciary Standard

- The 27 Prudent Investment Practices for Financial Advisers, Trustees, and Plan Sponsors

Om The New Fiduciary Standard

Financial advisers, trustees, and plan sponsors?in fact, anyone who provides investment advice?may be held to a fiduciary standard of care for the financial well being of their clients, beneficiaries, or employees. Accountants, attorneys, and wealth managers all need to know about these responsibilities. But what, exactly, is meant by the term ?fiduciary standard What must advisers do to be sure their procedures meet legal and ethical standards? This book identifies the 27 Prudent Practices, organized under Five Steps, that were developed by the Foundation for Fiduciary Studies?measures that professionals can take to demonstrate that they accept, understand, and are fulfilling the role of a fiduciary.

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  • Språk:
  • Engelsk
  • ISBN:
  • 9781576601839
  • Bindende:
  • Hardback
  • Sider:
  • 192
  • Utgitt:
  • 1. mai 2005
  • Dimensjoner:
  • 147x216x20 mm.
  • Vekt:
  • 442 g.
  • BLACK NOVEMBER
  Gratis frakt
Leveringstid: 2-4 uker
Forventet levering: 18. desember 2024

Beskrivelse av The New Fiduciary Standard

Financial advisers, trustees, and plan sponsors?in fact, anyone who provides investment advice?may be held to a fiduciary standard of care for the financial well being of their clients, beneficiaries, or employees. Accountants, attorneys, and wealth managers all need to know about these responsibilities. But what, exactly, is meant by the term ?fiduciary standard What must advisers do to be sure their procedures meet legal and ethical standards? This book identifies the 27 Prudent Practices, organized under Five Steps, that were developed by the Foundation for Fiduciary Studies?measures that professionals can take to demonstrate that they accept, understand, and are fulfilling the role of a fiduciary.

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