Leader of hourly financial planning movement says Institute program provides much-needed clarity to help investors know what to expect from a fiduciary advisor
The Fiduciary Structure of Investment Management Regulation
By Arthur Laby — Investment managers owe fiduciary duties to clients, including the duty of loyalty and the duty of care. A persistent question, with no clear answer, is what precisely is required by the duties of loyalty and care. In this paper, I argue that much of investment management regulation is a response by regulators to the uncertainty inherent in the fiduciary obligation.
The Fiduciary Standard: What Would Peter Drucker Say?
Last week the Institute for the Fiduciary Standard announced the first class of 27 Best Practices Advisors. Vanguard founder Jack Bogle and personal finance columnist and author Jane Bryant Quinn joined the Institute for a briefing in New York. A common question from journalists during and after the briefing was, ‘What’s new?’
WE Family Offices LLC
WE Family Offices LLC 701 Brickell Avenue, Suite 2100 Miami FL 33131 (305) 825-2225 [email protected] www.wefamilyoffices.com Other Locations ROCKEFELLER CENTER 1270 AVE OF THE AMERICAS | SUITE 2101 NEW YORK, NY 10020 Services WE Family Offices offers investment advice and management. Compensation methods accepted % of assets advised Fixed fee based on assets or financial circumstances. […]
Resource Advisory Services
Resource Advisory Services 2095 Lakeside Centre Way, Ste 105 Knoxville, TN 37922 865-560-0140 [email protected] www.ResourceAdv.com Services Resource Advisory Services will work with clients remotely. Resource Advisory Services offers comprehensive wealth management, investment management, and financial planning. Compensation methods accepted Assets Under Management (AUM) Fixed fee based on assets or financial circumstances. Required education for senior […]
Schulz Wealth
Schulz Wealth 1752 Broad Park Cir N, Ste 110 Mansfield, TX 76063 817-405-4014 [email protected] schulzwealth.com Services Schulz Wealth will work with clients remotely. Schulz Wealth offers comprehensive wealth management, investment management, and financial planning. Compensation methods accepted Assets Under Management (AUM) Fixed fee based on assets or financial circumstances. Required education for senior advisors in […]