Prudent practices for investment advisors
defining a global fiduciary standard of excellence for investment advisors
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![Cover of: Prudent practices for investment advisors by written by Fiduciary360 ; legal substantiations by Reish Luftman Reicher & Cohen ; [edited by James G. Busse and Bennett F. Aiken].](/images/icons/avatar_book.png){kind=icon}
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Prudent practices for investment advisors: defining a global fiduciary standard of excellence for investment advisors
2006, Fiduciary360
in English
- U.S. ed.
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Book Details
Edition Notes
Cover title.
"[Intended for] professionals who provide comprehensive and continuous investment advice including financial advisors, broker-consultants, investment consultants, wealth managers, financial consultants, trust officers and financial planners"--Cover.
"This fiduciary handbook is derived from Prudent Investment Practices, which was co-produced by the Foundation for Fiduciary Studies and the American Institute of Certified Public Accountants ... [that] was first published in April 2003"--T.p. verso.
"Several of the handbook's themes are from The Management of Investment Decisions (New York: McGraw Hill, 1996), by Donald B. Trone, William R. Allbright and Philip R. Taylor"--T.p. verso.
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| December 17, 2020 | Created by MARC Bot | import existing book |