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.
Investment practitioners can use the handbook to enhance their fiduciary practices and procedures.
The handbook is intended for financial advisors, broker-consultants, investment consultants, wealth managers, financial consultants, trust officers and financial planners, as well as CPAs. The handbook sells for $25 and is available from
