Udvidet returret til d. 31. januar 2025

The New Fiduciary Standard

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

Bag 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.

Vis mere
  • Sprog:
  • Engelsk
  • ISBN:
  • 9781576601839
  • Indbinding:
  • Hardback
  • Sideantal:
  • 192
  • Udgivet:
  • 1. maj 2005
  • Størrelse:
  • 147x216x20 mm.
  • Vægt:
  • 442 g.
  • BLACK WEEK
Leveringstid: Ukendt - mangler pt.

Beskrivelse af 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.

Brugerbedømmelser af The New Fiduciary Standard



Find lignende bøger
Bogen The New Fiduciary Standard findes i følgende kategorier:

Gør som tusindvis af andre bogelskere

Tilmeld dig nyhedsbrevet og få gode tilbud og inspiration til din næste læsning.