عنوان
پدید آورنده
موضوع
رده
KF1072 .H38 2005
KF1072
.
H38
2005
کتابخانه
محل استقرار
INTERNATIONAL STANDARD BOOK NUMBER
(Number (ISBN
1576601838
(Number (ISBN
9781576601839
NATIONAL BIBLIOGRAPHY NUMBER
Number
b753908
TITLE AND STATEMENT OF RESPONSIBILITY
Title Proper
The new fiduciary standard :
General Material Designation
[Book]
Other Title Information
the 27 prudent investment practices for financial advisers, trustees, and plan sponsors /
First Statement of Responsibility
Tim Hatton, in cooperation with the Foundation for Fiduciary Studies.
EDITION STATEMENT
Edition Statement
1st ed.
.PUBLICATION, DISTRIBUTION, ETC
Place of Publication, Distribution, etc.
Princeton, NJ :
Name of Publisher, Distributor, etc.
Bloomberg Press,
Date of Publication, Distribution, etc.
2005.
PHYSICAL DESCRIPTION
Specific Material Designation and Extent of Item
xviii, 214 pages :
Other Physical Details
illustrations ;
Dimensions
22 cm
GENERAL NOTES
Text of Note
"Legal review for ERISA provisions provided by Fred Reish."
INTERNAL BIBLIOGRAPHIES/INDEXES NOTE
Text of Note
Includes bibliographical references and index.
CONTENTS NOTE
Text of Note
Early years -- Practical applications.
0
SUMMARY OR ABSTRACT
Text of Note
"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.
TOPICAL NAME USED AS SUBJECT
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.
GEOGRAPHICAL NAME USED AS SUBJECT
United States.
7
DEWEY DECIMAL CLASSIFICATION
Number
332
.
6/0973
Edition
22
LIBRARY OF CONGRESS CLASSIFICATION
Class number
KF1072
Book number
.
H38
2005
PERSONAL NAME - PRIMARY RESPONSIBILITY
Hatton, Tim,1963-
CORPORATE BODY NAME - ALTERNATIVE RESPONSIBILITY
Foundation for Fiduciary Studies.
ORIGINATING SOURCE
Date of Transaction
20201204132601.0
ELECTRONIC LOCATION AND ACCESS
Electronic name
مطالعه متن کتاب [Book]
Y
