Investment fiduciaries include investment advisors, trustees and investment committee members—many of whom are either CPAs, or advised by CPAs. This section will discuss the importance of being a fiduciary and what steps need to be taken when you are serving in that capacity.
Investment Fiduciary Responsibility
View a video clip on Investment Fiduciary Responsibility featuring Clark Blackman, CPA/PFS, from the 2008 Advanced PFP Conference.
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