عنوان
پدید آورنده
موضوع
رده
KF1072 .H38 2005
KF1072
.
H38
2005
کتابخانه
محل استقرار
1576601838
9781576601839
b753908
The new fiduciary standard :
[Book]
the 27 prudent investment practices for financial advisers, trustees, and plan sponsors /
Tim Hatton, in cooperation with the Foundation for Fiduciary Studies.
1st ed.
Princeton, NJ :
Bloomberg Press,
2005.
xviii, 214 pages :
illustrations ;
22 cm
"Legal review for ERISA provisions provided by Fred Reish."
Includes bibliographical references and index.
Early years -- Practical applications.
0
"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."--BOOK JACKET.
Financial planners-- Legal status, laws, etc.-- United States.
Financial services industry-- Law and legislation-- United States.
Investment advisors-- Legal status, laws, etc.-- United States.
Investments-- Law and legislation-- United States.
Trusts and trustees-- United States.
Financial planners-- Legal status, laws, etc.
Financial services industry-- Law and legislation.
Investment advisors-- Legal status, laws, etc.
Investments-- Law and legislation.
Trusts and trustees.
United States.
7
332
.
6/0973
22
KF1072
.
H38
2005
Hatton, Tim,1963-
Foundation for Fiduciary Studies.
20201204132601.0
مطالعه متن کتاب [Book]
Y
