Practical analysis for investment professionals

Uniform Prudent Investor Act

Issues Confronting Fiduciaries Today: Solving a “Three-Variable Problem”

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.

How Not to Bungle a Trust: A Checklist for Investment Trustees

Lawsuits involving estates and trusts are on the rise. Here are 10 tips for trustees to bear in mind to avoid litigation.

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