Fiduciary Q and A; A former sec regulator explains what every advisor needs to know about the fiduciary standard

To act as a fiduciary is to serve in a relationship of trust and confidence that carries with it duties of loyalty, due care and utmost good faith. Due diligence is how professionals show they're exercising skill and good judgment. It means taking the time to understand the client, including hi...

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Veröffentlicht in:	Financial planning (Atlanta, Ga.) Ga.), 2009-12, Vol.39 (12), p.79
1. Verfasser:	Fausti, Kristina
Format:	Magazinearticle
Sprache:	eng
Schlagworte:	Conflicts of interest Congressional committees Consultants Costs Due diligence Fiduciary duties Fiduciary responsibility Financial planners Investment advisors Investment policy Liability Professionals Questions and answers Regulatory reform Tax reform
Online-Zugang:	Volltext
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