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

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



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



The New Fiduciary Standard: The 27 Prudent Investment Practices for Financial Advisers, Trustees, and Plan Sponsors Tim Hatton ebook pdf
Publisher:
Language: English
Page: 256
ISBN: 1576601838, 9781576601839

Review

"Every financial professional should have this.... It will assure clients that their adviser is committed to the highest professional standards." -- L. William Seidman, Chief commentator, CNBC, Former chairman, Federal Deposit Insurance Corporation (FDIC)

"Tim Hatton tells fiduciaries exactly what they need to know and does so with clarity and care." -- Burton G. Malkiel, Author, A Random Walk Down Wall Street

Review

"Tim Hatton tells fiduciaries exactly what they need to know and does so with clarity and care."
—Burton G. Malkiel
Author, A Random Walk Down Wall Street

"Every financial professional should have Tim Hatton's The New Fiduciary Standard on the desk. It will assure clients that their adviser has a commitment to the highest professional standards."
—L. William Seidman
Chief commentator, CNBC
Former Chairman, Federal Deposit Insurance Corporation (FDIC)

"At last! A book that actually helps fiduciaries apply prudent fiduciary investment standards in a practical way. I strongly recommend that all those who have an interest in modern prudent fiduciary investing—trustees of 401(k) plans, charitable nonprofits, private family trusts, and public employee retirement plans—pick up a copy of Tim Hatton's excellent book, The New Fiduciary Standard, and employ its teachings."
—W. Scott Simon, J.D., CFP, AIFA
Author, The Prudent Investor Act: A Guide to Understanding

"If you could recommend only one book to a financial adviser, it would be Tim Hatton's The New Fiduciary Standard. It will change them forever. Pandora's box has been opened, never to be closed again."
—Stephen C. Winks
Founder, The Society of Fiduciary Advisors
Founder, Senior Consultant (www.SrConsultant.com)

"Tim Hatton has captured the essential essence of the fundamental requirements of fiduciary responsibility. His practical case-study approach to the application of the 27 Practices identified by the Foundation for Fiduciary Studies, in an easy-to-understand style, is a must-read for anyone having responsibility for 'other people's money.' His explanation of the history and evolution of the current body of knowledge applicable to what has become the ‘Fiduciary Standard’ is useful for both the novice and experienced professional at every level of advice giving."
—Clark M. Blackman II, CPA/PFS, CFA, CIMA, CFP/AAMS
Partner and Chief Investment Officer, Investec Advisory Group, L.P. (Houston)

"For those of us who are beneficiaries or trustees, or who advise them, Tim Hatton's The New Fiduciary Standard offers us a way to exercise our fiduciary investment responsibilities, or to advise on them, with excellence. We have long needed such a repository of investment practices to help us make the promises of the Prudent Investor Rule come true. Now we have it with Hatton as our guide!"
—James E. Hughes Jr., Esq.
Author, Family Wealth—Keeping It in the Family



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