Self-Assessment of Fiduciary Excellence (SAFE) for Investment Advisors (U. S. Edition) PDF Download
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Author: Fiduciary360
Publisher:
ISBN: 9780978796662
Category :
Languages : en
Pages :
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Book Description
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: Fiduciary360
Publisher:
ISBN: 9780978796662
Category :
Languages : en
Pages :
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Book Description
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: Fiduciary360
Publisher:
ISBN: 9780978796600
Category : Investment advisors
Languages : en
Pages : 56
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Book Description
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: Fiduciary360
Publisher:
ISBN: 9780978796655
Category :
Languages : en
Pages :
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Book Description
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: 9780989049023
Category : Business & Economics
Languages : en
Pages :
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Book Description
Author: Charlotte B. Beyer
Publisher: CFA Institute Research Foundation
ISBN: 1944960686
Category : Business & Economics
Languages : en
Pages : 65
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Book Description
Adapted from Charlotte Beyer’s 2017 book, Wealth Management Unwrapped, Revised and Expanded, comes a new term—relationship alpha (α), a competitive advantage for firms serving private clients and more predictive and longer lasting than traditional measures like alpha or beta. While Beyer’s book is addressed to investors, the Appendix (reprinted here) is addressed to advisors. Each of the “10 Principles of Principal” Beyer presents for investors has a corollary that a firm can apply to its management processes, culture, marketing methods, and client service protocols. Expanding on these 10 best practices, the author explains how relationship a can be securely and successfully embedded into a firm’s everyday activities, earning the trust and loyalty of private clients.
Author: Harris Nydick Cfp(r)
Publisher: Lioncrest Publishing
ISBN: 9781544510293
Category : Business & Economics
Languages : en
Pages : 170
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Book Description
The decisions you make about your 401(k) or 403(b) plan today will have a huge impact on your life tomorrow. Your future isn't going to pay for itself. Common Financial Sense will give you the knowledge you need to fund the retirement you deserve. Common Financial Sense helps you to better understand your 401(k) or 403(b) plan and how to save smarter for your retirement. Common Financial Sense lays out the basics of 401(k) and 403(b) planning in simple, easy to understand language. With the guidance of nationally recognized investment experts Harris Nydick and Greg Makowski, you'll learn how to: Choose the investments best suited for you Make other important choices that are appropriate to your stage of life Identify common misconceptions about retirement planning Calculate the optimum amount to save each year Be calm in the face of market fluctuations Get to retirement with a large enough nest egg When it comes to investing for your future, many people don't even know where to begin or what questions to ask. Common Financial Sense is your starting point.
Author: Robert T. Kiyosaki
Publisher: Business Plus
ISBN: 0759521468
Category : Business & Economics
Languages : en
Pages : 370
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Book Description
Rich Dad's Guide to Investing is a guide to understanding the real earning power of money by learning some of the investing secrets of the wealthy.
Author: Donald R. Chambers
Publisher: CFA Institute Research Foundation
ISBN: 1944960384
Category : Business & Economics
Languages : en
Pages : 122
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Book Description
Alternative Investments: A Primer for Investment Professionals provides an overview of alternative investments for institutional asset allocators and other overseers of portfolios containing both traditional and alternative assets. It is designed for those with substantial experience regarding traditional investments in stocks and bonds but limited familiarity regarding alternative assets, alternative strategies, and alternative portfolio management. The primer categorizes alternative assets into four groups: hedge funds, real assets, private equity, and structured products/derivatives. Real assets include vacant land, farmland, timber, infrastructure, intellectual property, commodities, and private real estate. For each group, the primer provides essential information about the characteristics, challenges, and purposes of these institutional-quality alternative assets in the context of a well-diversified institutional portfolio. Other topics addressed by this primer include tail risk, due diligence of the investment process and operations, measurement and management of risks and returns, setting return expectations, and portfolio construction. The primer concludes with a chapter on the case for investing in alternatives.
Author: United States. Internal Revenue Service
Publisher:
ISBN:
Category : Employee fringe benefits
Languages : en
Pages : 4
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Book Description
Author: Evan J. Criddle
Publisher: Oxford University Press
ISBN: 0190634111
Category : Law
Languages : en
Pages : 1028
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Book Description
The Oxford Handbook of Fiduciary Law provides a comprehensive overview of critical topics in fiduciary law and theory through chapters authored by leading scholars. The Handbook opens with surveys of the many fields of law in which fiduciary duties arise, including agency law, trust law, corporate law, pension law, bankruptcy law, family law, employment law, legal representation, health care, and international law. Drawing on these surveys, the Handbook offers a synthetic analysis of fiduciary law's key concepts and principles. Chapters in the Handbook explore the defining features of fiduciary relationships, clarify the distinctive fiduciary duties that arise in these relationships, and identify the remedies available for breach of fiduciary duties. The volume also provides numerous comparative perspectives on fiduciary law from eminent legal historians and from scholars with deep expertise in a diverse array of the world's legal systems. Finally, the Handbook lays the groundwork for future research on fiduciary law and theory by highlighting cross-cutting themes, identifying persistent theoretical and practical challenges, and exploring how the field could be enriched through empirical analysis and interdisciplinary insights from economics, philosophy, and psychology. Unparalleled in its breadth and depth of coverage, The Oxford Handbook of Fiduciary Law represents an invaluable resource for practitioners, policymakers, scholars, and students in this essential field of law.
