eMoney Advisor

DECEMBER 20, 2022

When it comes to CFP® professionals and cryptocurrency, the CFP Board’s Code of Ethics and Standards of Conduct dictates that CFPs® should treat crypto-related assets the same as any other form of financial asset. Crypto in the News. Much of this is due to their extreme volatility and challenges with regulation.

CFP 62

CFP Fiduciary Duty Financial Advice Financial Advisor 62

Sara Grillo

AUGUST 14, 2023

Researching costs of investments, services, and products rendered to the client Assessing if risk is reasonable for the client Assessing if performance expectations are reasonable for the client But these are all loose definitions. What does the law actually say about the fiduciary standard? Federal statutory law: Section 206.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Good Financial Cents

JUNE 11, 2023

They charge either a percentage of assets managed or a flat hourly rate that can run as high as several hundred dollars per hour, plus trading commissions and administrative fees. We accept a fiduciary obligation to act in your best interest, and our advice must be aimed at making money for you, not for us. And, that’s it.

Management 80

Management Investments Investing Accounting 80

Brown Advisory

JANUARY 3, 2023

Larger asset managers have been able to build fairly passive approaches to ESG integration, where indexes or portfolios with low active share are “tilted” to emphasize holdings with lower reported carbon emissions or other desired ESG metrics. 1 Isn’t this a fiduciary’s responsibility, over the long term, to its pension beneficiaries?

Fiduciary Duty 52

Fiduciary Duty Management Investments Investing 52

Brown Advisory

JANUARY 3, 2023

Larger asset managers have been able to build fairly passive approaches to ESG integration, where indexes or portfolios with low active share are “tilted” to emphasize holdings with lower reported carbon emissions or other desired ESG metrics. 1 Isn’t this a fiduciary’s responsibility, over the long term, to its pension beneficiaries?

Fiduciary Duty 52

Fiduciary Duty Management Investments Investing 52

Brown Advisory

JANUARY 3, 2023

Larger asset managers have been able to build fairly passive approaches to ESG integration, where indexes or portfolios with low active share are “tilted” to emphasize holdings with lower reported carbon emissions or other desired ESG metrics. 1 Isn’t this a fiduciary’s responsibility, over the long term, to its pension beneficiaries?

Fiduciary Duty 52

Fiduciary Duty Management Investments Investing 52

Brown Advisory

APRIL 16, 2018

Implement a diversified portfolio that conforms to the nonprofit’s investment policy, using carefully selected funds and managers within each asset class. This specificity helps guide the nonprofit’s board and investment committee members as they carry out their fiduciary duty.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52