Prudent practices for investment advisors
Subtitle: defining a global fiduciary standard of excellence for investment advisors
By: written by Fiduciary360 ; legal substantiations by Reish Luftman Reicher & Cohen ; [edited by James G. Busse and Bennett F. Aiken].
Contributors: Busse, James G.; Aiken, Bennett F.; Fiduciary360.; Reish Luftman Reicher & Cohen.
Edition: U.S. ed.
Publisher: Fiduciary360
Published: 2006
Place of publication: Sewickley, PA  (438 Division St., Sewickley 15143)
Language: eng
Number of pages: 80
Subjects: Investment advisors -- Legal status, laws, etc. -- United States -- Handbooks, manuals, etc.; Investment advisor-client relationships -- Handbooks, manuals, etc.
Genres: Handbooks, manuals, etc.
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.