The Big Picture
MAY 20, 2025
So I was at a conference, I don’t know, I’m gonna say maybe 12 years ago or so, paper presented by Novi Marx on quality. We have a fiduciary duty to them. I mean, and I immediately got the 80 20 rule. 00:04:40 [Speaker Changed] So you’ve previously discussed the epiphany you had at Harvard Business School.
Investing Caffeine
MARCH 25, 2025
The revenue potential is huge if the efficacy data comes in as planned because the pools of patients suffering from these horrible, progressive lung diseases could more than double the size of the present addressable market.
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Wealth Management
JULY 11, 2025
A clear and present push for a more active cryptocurrency market likely will mean more regulatory and taxation reform in its favor. By now, the Revised Uniform Fiduciary Access to Digital Assets Act (2015) is so far behind the changes of the cryptocurrency industry as to be almost quaint. About the Authors Salvador C.
Nerd's Eye View
MAY 26, 2023
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that while banks have been able to attract a younger and more diverse set of financial advisors compared to the rest of the industry, thanks in part to their built-in referral stream, a relative lack of independence (..)
eMoney Advisor
DECEMBER 20, 2022
As cryptocurrency continues to become a more significant part of the investment world, what responsibility lies with financial advisors who have a fiduciary duty to protect their clients? They may present unique custodial risks that expose investors to a heightened risk of theft or loss. Risks Associated with Crypto.
Sara Grillo
AUGUST 14, 2023
Legal definition of the fiduciary standard To quote directly from a paper by Attorney Lorna Schnase , two bodies of law form the legal basis for the fiduciary standard: Common law: Under common law principles of agency, an investment adviser, as agent, owes fiduciary duties to its client, as principal.3
Brown Advisory
JANUARY 3, 2023
But that desire has been criticized for running afoul of the concept of fiduciary duty–in simplified terms, the duty to act in a client’s best interests at all times. Another refers to investments or assets that “meet the needs of the present without compromising the ability for future generations to meet their own needs.”
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