The 27 Prudent Investment Practices for Financial Advisers, Trustees, and Plan Sponsors
Finally, a clear guide to fulfilling your fiduciary responsibility.
Here, for the first time, The New Fiduciary Standard
* Clarifies the fiduciary requirements facing todays financial advisers and plan sponsors
* Incorporates and Expands on the Five Steps and 27 Prudent Practices articulated by the Foundation for Fiduciary Studies
* Explains in detail, with research findings and real-world illustrations, this the only widely accepted method for ensuring that your advice to clients fulfills the letter and spirit of a fiduciarys duties
* Includes guidelines and sample documentsplus a valuable review of portfolio theory
Long anticipated, much needed, The New Fiduciary Standard walks professionals you through an organized process for making informed, consistent, and defensible investment decisions.
Hard cover with dust jacket, 214 pages excellent condition as new 2005