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New Fiduciary Standard

Name: New Fiduciary Standard
Brand: Bloomberg Press
SKU: 01348399
Price: 30.39 EUR
Availability: InStock
Author: Tim Hatton
ISBN: 9781576601839

Tim Hatton

Lingua

Inglese

Libro Rigido

Codice Libristo: 01348399

Casa editrice Bloomberg Press, maggio 2005

Financial advisers, trustees, and plan sponsors?in fact, anyone who provides investment advice?may b... Descrizione completa

Codice Libristo: 01348399

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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.