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Author : fi360
Publisher :
ISBN 13 : 9780989049009
Total Pages : pages
Book Rating : 4.0/5 (49 download)
Download or read book Prudent Practices for Investment Advisors written by fi360 and published by . This book was released on 2013-04-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Fiduciary360
Publisher :
ISBN 13 : 9780978796617
Total Pages : 80 pages
Book Rating : 4.7/5 (966 download)
Download or read book Prudent Practices for Investment Advisors written by Fiduciary360 and published by . This book was released on 2006-01-01 with total page 80 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book defines a prudent investment process for Investment Advisors--professionals who provide comprehensive and continuous investment advice including financial advisors, broker-consultants, investment consultants, wealth managers, financial consultants, trust officers, and financial planners.
Author : Fiduciary360
Publisher :
ISBN 13 : 9780978796631
Total Pages : pages
Book Rating : 4.7/5 (966 download)
Download or read book Prudent Practices for Investment Stewards and Investment Advisors ,Worldwide Edition written by Fiduciary360 and published by . This book was released on 2006-01-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Fiduciary360
Publisher :
ISBN 13 : 9780978796600
Total Pages : 56 pages
Book Rating : 4.7/5 (966 download)
Download or read book Prudent Practices for Investment Stewards written by Fiduciary360 and published by . This book was released on 2006 with total page 56 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book details a prudent investment process for Investment Stewards--persons who have the legal responsibility for managing someone else's money, including trustees and investment committee members. It is used in conjunction with Fiduciary360's training programs in fiduciary responsibility.
Author :
Publisher :
ISBN 13 :
Total Pages : 40 pages
Book Rating : 4.:/5 (2 download)
Download or read book Prudent Practices for Investment Stewards & Investment Advisors written by and published by . This book was released on 2006 with total page 40 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Fiduciary360
Publisher :
ISBN 13 : 9780978796662
Total Pages : pages
Book Rating : 4.7/5 (966 download)
Download or read book Self-Assessment of Fiduciary Excellence (SAFE) for Investment Advisors (U. S. Edition) written by Fiduciary360 and published by . This book was released on 2006-01-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: A questionnaire based on the Prudent Practices for Investment Advisors handbook. Used to analyze how well an organization meets a defined global fiduciary standard of excellence.
Author :
Publisher :
ISBN 13 :
Total Pages : 116 pages
Book Rating : 4.:/5 (2 download)
Download or read book Legal Memorandums for Prudent Practices for Investment Stewards and Prudent Practices for Investment Advisors (U.S. Editions) written by and published by . This book was released on 2006 with total page 116 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author :
Publisher :
ISBN 13 :
Total Pages : 60 pages
Book Rating : 4.:/5 (13 download)
Download or read book Prudent Practices for Investment Stewards written by and published by . This book was released on 2008 with total page 60 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Fiduciary360
Publisher :
ISBN 13 : 9780978796686
Total Pages : pages
Book Rating : 4.7/5 (966 download)
Download or read book Self-Assessment of Fiduciary Excellence (SAFE) for Investment Stewards and Investment Advisors (Worldwide Edition) written by Fiduciary360 and published by . This book was released on 2006-01-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: A questionnaire based on the Prudent Practices for Investment Stewards and Investment Advisors handbook. Used to analyze how well Stewards and Advisors meet a defined global fiduciary standard of excellence.
Author : Tim Hatton
Publisher : Bloomberg Press
ISBN 13 : 1576601838
Total Pages : 192 pages
Book Rating : 4.5/5 (766 download)
Download or read book The New Fiduciary Standard written by Tim Hatton and published by Bloomberg Press. This book was released on 2005-05-01 with total page 192 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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 the 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. Financial advisers and others offering investment advice will add meaningful value to their practice and show tangible evidence of what sets them apart from the pack. Attorneys, CPAs, and others serving as trustees will possess the knowledge to determine whether or not their clients’ investment portfolios are being managed appropriately. Plan sponsors will know what to look for in selecting investment consultants and in giving employees the disclosures and information they need. The most far-reaching trend in the financial-advisory business today is the move toward a fiduciary standard of care. This book establishes for the industry a credible investment-decision process that will meet the growing expectations of investors and regulators for integrity, transparency, and disclosure of fees and conflicts that affect their returns.
Author : Fiduciary360
Publisher :
ISBN 13 : 9780978796624
Total Pages : 40 pages
Book Rating : 4.7/5 (966 download)
Download or read book Prudent Practices for Investment Managers written by Fiduciary360 and published by . This book was released on 2006 with total page 40 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book defines a prudent investment process for Investment Managers--organizations that manage separate accounts, mutual funds, unit trusts, and commingled trusts. It is used in conjunction with Fiduciary360's training classes in fiduciary responsibility and as a guide for performing fiduciary assessments.
Author : James Watkins
Publisher : Createspace Independent Publishing Platform
ISBN 13 : 9781530333578
Total Pages : 108 pages
Book Rating : 4.3/5 (335 download)
Download or read book The Prudent Investment Adviser Rule written by James Watkins and published by Createspace Independent Publishing Platform. This book was released on 2016-03-03 with total page 108 pages. Available in PDF, EPUB and Kindle. Book excerpt: Today's financial professionals face more legal challenges than ever before. "The Prudent Investment Adviser Rule" provides investment fiduciaries such as as financial advisers, investment advisers and 401(k)/pension plan sponsors with useful information and legal standards that they can use to help comply with current legal requirements, thereby helping them to avoid unnecessary and unwanted liability exposure for themselves and their company.
Author : Financial Planning Association
Publisher :
ISBN 13 : 9780975344880
Total Pages : 61 pages
Book Rating : 4.3/5 (448 download)
Download or read book Prudent Practices for Fiduciary Advisers written by Financial Planning Association and published by . This book was released on 2007-01-01 with total page 61 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Mark C. Tibergien
Publisher : John Wiley & Sons
ISBN 13 : 1118019318
Total Pages : 342 pages
Book Rating : 4.1/5 (18 download)
Download or read book Practice Made (More) Perfect written by Mark C. Tibergien and published by John Wiley & Sons. This book was released on 2011-08-09 with total page 342 pages. Available in PDF, EPUB and Kindle. Book excerpt: A revised and expanded look at how to thrive and prosper in the financial advisory business A new and revised edition of the eye-opening, no-nonsense handbook on managing and growing a financial-advisory business, Practice Made (More) Perfect is packed with industry insight and practical ideas that every leader and manager within a financial advisory practice needs to know in order to get the most out of their business. Regardless of how little time is available or how seriously challenged a firm may be, this book contains the information that can help. The principles of sound management apply to firms of all types, and the tools provided in this book are guaranteed to be applicable under practically any circumstances. Written by industry expert Mark Tibergien, one of the "25 Most Influential" people in the financial services industry A new edition of a bestselling Bloomberg title Includes fresh insight on recent topics, including how advisors responded during the latest meltdown, the implications of the aging advisory profession, the challenges of attracting and keeping both clients and staff, the role of organizational design in a growing business, recent changes in compensation planning and implementation, and key information on leadership and management in today's financial world Many financial advisers run their businesses as if acquiring more clients will solve any and all problems, but without a strategic framework, more clients just lead to more demands and less time to meet them. The truly successful firm will build strategy, structure, and processes that will ultimately translate into increased profits, cash flow, and transferable value.
Author : Fiduciary360
Publisher :
ISBN 13 : 9780978796655
Total Pages : pages
Book Rating : 4.7/5 (966 download)
Download or read book Self-Assessment of Fiduciary Excellence (SAFE) for Investment Stewards written by Fiduciary360 and published by . This book was released on 2006 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: A questionnaire based on the handbook Prudent Practices for Investment Stewards. Used to determine how well a Steward's organization is following the practices.
Author : fi360
Publisher :
ISBN 13 : 9780989049016
Total Pages : pages
Book Rating : 4.0/5 (49 download)
Download or read book Prudent Practices for Investment Stewards written by fi360 and published by . This book was released on 2013-04-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : fi360
Publisher :
ISBN 13 : 9780989049054
Total Pages : pages
Book Rating : 4.0/5 (49 download)
Download or read book Prudent Practices for Investment Managers written by fi360 and published by . This book was released on 2013-04-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
