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

Financial advisers, trustees, and plan sponsors—in fact,anyone who provides investment advice—may be held to afiduciary standard of care for the financial well-being oftheir clients, beneficiaries, or employees.

Accountants, attorneys, and wealth managers all need to knowabout these responsibilities. But what, exactly, is meant by theterm fiduciary standard? What must advisers do to be suretheir procedures meet legal and ethical standards?

This book identifies the 27 Prudent Practices, organized underthe Five Steps, that were developed by the Foundation for FiduciaryStudies—measures that professionals can take to demonstratethat they accept, understand, and are fulfilling the role of afiduciary.

• Financial advisers and others offering investment advice willadd meaningful value to their practice and show tangible evidenceof what sets them apart from the pack.
• Attorneys, CPAs, and others serving as trustees will possessthe knowledge to determine whether or not their clients’investment portfolios are being managed appropriately.
• Plan sponsors will know what to look for in selectinginvestment consultants and in giving employees the disclosures andinformation they need.

The most far-reaching trend in the financial-advisory businesstoday is the move toward a fiduciary standard of care. This bookestablishes for the industry a credible investment-decision processthat will meet the growing expectations of investors and regulatorsfor integrity, transparency, and disclosure of fees and conflictsthat affect their returns.

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