SAFE: Defining a Global Fiduciary Standard of Excellence for Investment Advisors (PDF)

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SAFE: Defining a Global Fiduciary Standard of Excellence for Investment Advisors (PDF)
fi360.com

May 9, 2006

8 pages. Excerpt: [Investment Advisors are] Persons who provide comprehensive and continuous investment advice including financial advisors, broker-consultants, investment consultants, wealth managers, financial consultants, trust officers, and financial planners.

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