The American Institute of CPAs and Fiduciary360 have published the U.S. edition of a handbook for investment advisors.
“Prudent Practices for Investment Advisors” identifies 23 practices for investment practitioners to follow. The book helps them manage risk by providing a recommended “checklist” for carrying out investment decisions with prudence and due diligence. The handbook was reviewed and edited by the Fiduciary Task Force of the AICPA Personal Financial Planning Executive Committee.
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