The New Fiduciary Standard: The 27 Prudent Investment Practices for Financial Advisers, Trustees, and Plan Sponsors

Hatton, Tim

Published by Bloomberg Press, 2005
ISBN 10: 1576601838 / ISBN 13: 9781576601839
Used / Hardcover / Quantity Available: 0
Available From More Booksellers
View all  copies of this book

About the Book

We're sorry; this specific copy is no longer available. AbeBooks has millions of books. We've listed similar copies below.

Description:

We ship International with Tracking Number! May not contain Access Codes or Supplements. Buy with confidence, excellent customer service! j. Bookseller Inventory #

About this title:

Book ratings provided by Goodreads:
4.25 avg rating
(4 ratings)

Synopsis: 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.

From the Back Cover: Finally, a clear guide to fulfilling your fiduciary responsibility

Here, for the first time, The New Fiduciary Standard

  • Clarifies the fiduciary requirements facing today's 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 fiduciary's duties
  • Includes guidelines and sample documents—plus 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.

"The New Fiduciary Standard helps fiduciaries understand the practical application of their duties, provides a range of reference materials, encourages fiduciaries to adhere to a higher standard, and breeds a high expectation for achievement for both fiduciary and their client."
—From the AICPA's Note to the Reader

"About this title" may belong to another edition of this title.

Bibliographic Details

Title: The New Fiduciary Standard: The 27 Prudent ...
Publisher: Bloomberg Press
Publication Date: 2005
Binding: Hardcover
Book Condition: Used: Good

Top Search Results from the AbeBooks Marketplace

1.

Tim Hatton
Published by Bloomberg Press (2005)
ISBN 10: 1576601838 ISBN 13: 9781576601839
Used Quantity Available: 2
Seller
Better World Books
(Mishawaka, IN, U.S.A.)
Rating
[?]

Book Description Bloomberg Press, 2005. Book Condition: Very Good. Great condition for a used book! Minimal wear. Bookseller Inventory # GRP10263837

More Information About This Seller | Ask Bookseller a Question

Buy Used
US$ 3.48
Convert Currency

Add to Basket

Shipping: FREE
Within U.S.A.
Destination, Rates & Speeds

2.

Tim Hatton
Published by Bloomberg Press
ISBN 10: 1576601838 ISBN 13: 9781576601839
Used Hardcover Quantity Available: 1
Seller
OwlsBooks
(Toledo, MD, U.S.A.)
Rating
[?]

Book Description Bloomberg Press. Hardcover. Book Condition: VERY GOOD. Very Good copy, cover and pages show some wear from reading and storage. Binding may have light creases. Lots of life left in these pages. Bookseller Inventory # 2638007979

More Information About This Seller | Ask Bookseller a Question

Buy Used
US$ 3.65
Convert Currency

Add to Basket

Shipping: FREE
Within U.S.A.
Destination, Rates & Speeds

3.

Tim Hatton
Published by Bloomberg Press
ISBN 10: 1576601838 ISBN 13: 9781576601839
Used Hardcover Quantity Available: 1
Seller
Pro Quo Books
(Hammond, IN, U.S.A.)
Rating
[?]

Book Description Bloomberg Press. Hardcover. Book Condition: VERY GOOD. little to no wear, pages are clean. The cover and binding are crisp with next no creases. Bookseller Inventory # 2755400431

More Information About This Seller | Ask Bookseller a Question

Buy Used
US$ 3.65
Convert Currency

Add to Basket

Shipping: FREE
Within U.S.A.
Destination, Rates & Speeds

4.

Tim Hatton
Published by Bloomberg Press
ISBN 10: 1576601838 ISBN 13: 9781576601839
Used Hardcover Quantity Available: 1
Seller
Hippo Books
(Toledo, OH, U.S.A.)
Rating
[?]

Book Description Bloomberg Press. Hardcover. Book Condition: VERY GOOD. Cover and pages show some wear from reading and storage. May have creases on the cover and binding caused from handling and reading. Some pages may contain writing and or highlighting. Bookseller Inventory # 2763395319

More Information About This Seller | Ask Bookseller a Question

Buy Used
US$ 3.65
Convert Currency

Add to Basket

Shipping: FREE
Within U.S.A.
Destination, Rates & Speeds

5.

Tim Hatton
Published by Bloomberg Press (2005)
ISBN 10: 1576601838 ISBN 13: 9781576601839
Used Quantity Available: 1
Seller
Better World Books Ltd
(Dunfermline, United Kingdom)
Rating
[?]

Book Description Bloomberg Press, 2005. Book Condition: Very Good. Ships from the UK. Former Library book. Great condition for a used book! Minimal wear. Bookseller Inventory # GRP92535336

More Information About This Seller | Ask Bookseller a Question

Buy Used
US$ 1.00
Convert Currency

Add to Basket

Shipping: US$ 3.83
From United Kingdom to U.S.A.
Destination, Rates & Speeds

6.

Tim Hatton
Published by Wiley & Sons, Incorporated, John
ISBN 10: 1576601838 ISBN 13: 9781576601839
Used Hardcover Quantity Available: 1
Seller
Sierra Nevada Books
(Reno, NV, U.S.A.)
Rating
[?]

Book Description Wiley & Sons, Incorporated, John. Hardcover. Book Condition: Very Good. Very good condition - book only shows a small amount of wear. Bookseller Inventory # G1576601838I4N00

More Information About This Seller | Ask Bookseller a Question

Buy Used
US$ 3.89
Convert Currency

Add to Basket

Shipping: FREE
Within U.S.A.
Destination, Rates & Speeds

7.

Tim Hatton
Published by Wiley & Sons, Incorporated, John
ISBN 10: 1576601838 ISBN 13: 9781576601839
Used Hardcover Quantity Available: 1
Seller
Silver Arch Books
(St Louis, MO, U.S.A.)
Rating
[?]

Book Description Wiley & Sons, Incorporated, John. Hardcover. Book Condition: As New. Nearly brand new book that shows only slight signs of wear. Bookseller Inventory # G1576601838I2N00

More Information About This Seller | Ask Bookseller a Question

Buy Used
US$ 3.89
Convert Currency

Add to Basket

Shipping: FREE
Within U.S.A.
Destination, Rates & Speeds

8.

Tim Hatton
Published by Bloomberg Press (2005)
ISBN 10: 1576601838 ISBN 13: 9781576601839
Used Hardcover Quantity Available: 1
Seller
Free Shipping Books
(Toledo, OH, U.S.A.)
Rating
[?]

Book Description Bloomberg Press, 2005. Book Condition: VERY GOOD. little to no wear, pages are clean. The cover and binding are crisp with next no creases. Bookseller Inventory # 2795815809

More Information About This Seller | Ask Bookseller a Question

Buy Used
US$ 5.98
Convert Currency

Add to Basket

Shipping: FREE
Within U.S.A.
Destination, Rates & Speeds

9.

Hatton, Tim
Published by Bloomberg Press
ISBN 10: 1576601838 ISBN 13: 9781576601839
Used Hardcover Quantity Available: 1
Seller
Hawking Books
(Lake Arrowhead, CA, U.S.A.)
Rating
[?]

Book Description Bloomberg Press. Hardcover. Book Condition: Very Good. 1576601838 Very Good Condition. Tight and Neat. Five star seller - Buy with confidence!. Bookseller Inventory # Z1576601838Z2

More Information About This Seller | Ask Bookseller a Question

Buy Used
US$ 7.48
Convert Currency

Add to Basket

Shipping: FREE
Within U.S.A.
Destination, Rates & Speeds

10.

Tim Hatton; Foreword-Donald B. Trone
Published by Bloomberg Press (2005)
ISBN 10: 1576601838 ISBN 13: 9781576601839
Used Hardcover Quantity Available: 1
Seller
Ergodebooks
(RICHMOND, TX, U.S.A.)
Rating
[?]

Book Description Bloomberg Press, 2005. Hardcover. Book Condition: Used: Very Good. Bookseller Inventory # SONG1576601838

More Information About This Seller | Ask Bookseller a Question

Buy Used
US$ 5.56
Convert Currency

Add to Basket

Shipping: US$ 3.99
Within U.S.A.
Destination, Rates & Speeds

There are 21 more copies of this book

View all search results for this book