The New Fiduciary Standard
The 27 Prudent Investment Practices for Financial Advisers, Trustees, and Plan Sponsors
Normal Price: $71.95
Your Price: $64.76 AUD, inc. GST
Shipping: $7.95 per order
You Save: $7.19! (10% off normal price)
Plus...earn $3.24 in Boomerang Bucks
Availability: Available to Backorder, No Due Date for Supply
New Fiduciary Standard by Tim Hatton
Book DescriptionFinancial 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.
Buy New Fiduciary Standard book by Tim Hatton from Australia's Online Bookstore, Boomerang Books.
Book DetailsISBN: 9781576601839
(217mm x 145mm x 20mm)
Imprint: Bloomberg Press
Publisher: Bloomberg Press
Publish Date: 1-May-2005
Country of Publication: United States
» Have you read this book? We'd like to know what you think about it - write a review about New Fiduciary Standard book by Tim Hatton and you'll earn 50c in Boomerang Bucks loyalty dollars (you must be a member - it's free to sign up!)
Author Biography - Tim Hatton
Tim Hatton, a Certified Financial Planner practitioner and Certified Investment Management Analyst, earned the designation of Accredited Investment Fiduciary at the Center for Fiduciary Studies, the nationally recognized training organization affiliated with the Foundation for Fiduciary Studies. He is founder and president of Hatton Consulting Inc., a registered investment adviser, in Phoenix. Prior to starting that firm, he served thirteen years with Morgan Stanley, most recently as senior vice president of investments. He holds a BS in Business Administration from the University of Arizona.
Bestselling Books: Our Current Bestsellers | Australia's Hottest 1000 Books | Bestselling Fiction | Bestselling Crime Mysteries and Thrillers | Bestselling Non Fiction Books | Bestselling Sport Books | Bestselling Gardening and Handicrafts Books | Bestselling Biographies | Bestselling Food and Drink | Bestselling History | Bestselling Travel Books | Bestselling School Textbooks & Study Guides | Bestselling Children's General Non-Fiction | Bestselling Young Adult Fiction | Bestselling Children's Fiction | Bestselling Picture Books | Top 100 US Bestsellers
Phone: 1300 36 33 32 (9am-2pm Mon-Fri AEST) - International: +61 2 9960 7998 - Online Form
Address: Boomerang Books, 878 Military Road, Mosman Junction, NSW, 2088
© 2003-2016. All Rights Reserved. Eclipse Commerce Pty Ltd - ACN: 122 110 687 - ABN: 49 122 110 687
For every $20 you spend on books, you will receive $1 in Boomerang Bucks loyalty dollars. You can use your Boomerang Bucks as a credit towards a future purchase from Boomerang Books. Note that you must be a Member (free to sign up) and that conditions do apply.