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The New Fiduciary Standard: The 27 Prudent Investment Practices For Financial Advisers, Trustees, And Pl

The New Fiduciary Standard: The 27 Prudent Investment Practices For Financial Advisers, Trustees, And Pl

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  • ISBN:9781576601839
  • Editorial: Bloomberg Press.
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  • Dimensiones: 0 cm x 0 cm
  • Nº Pág.:214
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A fiduciary is a person or firm entrusted with the assets of another person or firm. This term compasses a wide range of professions with varying standards on how a fiduciary must act in order to comply with the law. And the legal and financial consequences of failing to meet fiduciary requirements are dire. In today's climate, with the SEC, NYSE, NASD, state regulators, and attorneys-general piling on with sanctions, indictments, and fines, there is a need for professionals to know what they are supposed to do, what they are supposed to tell their clients, and how they are supposed to document it all. The New Fiduciary Standard delivers a compact, clear, practical explanation to advisers of twenty-seven fiduciary practices put forth by the Foundation for Fiduciary Studies, a leading industry voice. The practices are divided into a five-step investment process designed to reduce liability. With a foreword by Don Trone, a highly respected name in the financial advisory world and president of the Foundation for Fiduciary Studies, this book delivers the standard that the industry has sorely lacked.

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