fiduciary
The freedom to invest responsibly and the principle of risk management must be defended, and that requires us to go back to basics.
How do we as fiduciaries approach investment governance?
A lot of contentious debate about fiduciary rules and regulations continues. What's it all really about? Preston McSwain suggests one word: transparency.
Michael Finke, professor and director of retirement planning and living in the personal financial planning department at Texas Tech University, discusses idiosyncratic longevity trends and risks; planning for cognitive and physical changes in old age as a fiduciary adviser; and avoiding risks and planning for a more satisfying life in retirement.
At the 2014 European Investment Conference, Stephen Campisi, CFA, head of institutional thought leadership at US Trust, presented goals-based performance analysis as a radical departure from the usual attribution approach.
Have you wondered how an economics book written by a French professor — Thomas Piketty’s tome Capital in the Twenty-First Century with 577 pages of text and graphs plus 78 pages of notes — scaled the best-seller lists on Amazon and the New York Times? As with so many things in life, timing is a factor.
These days, the role of a fiduciary is fraught with challenges and potential pitfalls, ranging from investing in challenging market conditions to ensuring all beneficiaries are treated fairly.
Three practitioners offer some straightforward suggestions for changing the trajectory of the financial profession.
At the recent Global Investment Risk Symposium, John Taft, head of RBC Wealth Management in the United States and author of READ MORE ›
Lawsuits involving estates and trusts are on the rise. Here are 10 tips for trustees to bear in mind to avoid litigation.