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Fiduciary Best Practices: A Proposal and Request for Public Comment from the Institute for the Fiduciary Standard (PDF)
Institute for the Fiduciary StandardLink to more items from this source
Feb. 2, 2015

9 pages. "Best Practices strive to reflect the best legal scholarship and current practices ... This entails assessing risks and costs and the wide variety of strategies in differing facts and circumstances. This requires both prudence and flexibility to meet diverse client risk profiles and levels of client sophistication. This we have strived for. On this and the particulars of the eleven Best Practices we seek industry and public comment."

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