The New Fiduciary Standard: The 27 Prudent Investment Practices for Financial Advisers, Trustees, and Plan SponsorsISBN: 978-1-57660-183-9
Hardcover
May 2005
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—Burton G. Malkiel
Author, A Random Walk Down Wall Street
"Every financial professional should have Tim Hatton's The
New Fiduciary Standard on the desk. It will assure clients that
their adviser has a commitment to the highest professional
standards."
—L. William Seidman
Chief commentator, CNBC
Former Chairman, Federal Deposit Insurance Corporation (FDIC)
"At last! A book that actually helps fiduciaries apply prudent
fiduciary investment standards in a practical way. I strongly
recommend that all those who have an interest in modern prudent
fiduciary investing—trustees of 401(k) plans, charitable
nonprofits, private family trusts, and public employee retirement
plans—pick up a copy of Tim Hatton's excellent book, The
New Fiduciary Standard, and employ its teachings."
—W. Scott Simon, J.D., CFP, AIFA
Author, The Prudent Investor Act: A Guide to
Understanding
"If you could recommend only one book to a financial adviser, it
would be Tim Hatton's The New Fiduciary Standard. It will
change them forever. Pandora's box has been opened, never to be
closed again."
—Stephen C. Winks
Founder, The Society of Fiduciary Advisors
Founder, Senior Consultant (www.SrConsultant.com)
"Tim Hatton has captured the essential essence of the
fundamental requirements of fiduciary responsibility. His practical
case-study approach to the application of the 27 Practices
identified by the Foundation for Fiduciary Studies, in an
easy-to-understand style, is a must-read for anyone having
responsibility for 'other people's money.' His explanation of the
history and evolution of the current body of knowledge applicable
to what has become the ‘Fiduciary Standard’ is useful
for both the novice and experienced professional at every level of
advice giving."
—Clark M. Blackman II, CPA/PFS, CFA, CIMA, CFP/AAMS
Partner and Chief Investment Officer, Investec Advisory Group,
L.P. (Houston)
"For those of us who are beneficiaries or trustees, or who
advise them, Tim Hatton's The New Fiduciary Standard offers
us a way to exercise our fiduciary investment responsibilities, or
to advise on them, with excellence. We have long needed such a
repository of investment practices to help us make the promises of
the Prudent Investor Rule come true. Now we have it with Hatton as
our guide!"
—James E. Hughes Jr., Esq.
Author, Family Wealth—Keeping It in the
Family