Fiduciary

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Dictionary Says

Definition of 'Fiduciary'

1. A person legally appointed and authorized to hold assets in trust for another person. The fiduciary manages the assets for the benefit of the other person rather than for his or her own profit.

2. A loan made on trust rather than against some security or asset.
Investopedia Says

Investopedia explains 'Fiduciary'

1. Children or elderly people typically need a fiduciary. The person who looks after the assets on the other's behalf is expected to act in the best interests of the person whose assets they are in charge of. This is known as "fiduciary duty".
Search results for

'Fiduciary'

  • Meeting Your Fiduciary Responsibility

    http://www.investopedia.com/articles/08/fiduciary-responsiblity.asp
    Meeting Your Fiduciary Responsibility. January 17 2008 ... Being a fiduciary comes
    with a certain level of responsibility. An investment fiduciary ...

  • An Introduction To Fiduciary Advisors

    http://www.investopedia.com/articles/financialcareers/08/fiduciary-planner.asp
    An Introduction To Fiduciary Advisors. March 31 ... SEE: Fiduciary Designations Enhance
    Planning Career What is a Fiduciary Advisor? A fiduciary ...

  • Fiduciary Designations Enhance Planning Career

    http://www.investopedia.com/articles/professionaleducation/07/AIF-AIFA.asp
    Fiduciary Designations Enhance Planning Career. ... The classroom-based program is a
    two-day course with instructors from the Center for Fiduciary Studies staff. ...

  • Choosing A Financial Advisor: Suitability Vs. Fiduciary Standards

    http://www.investopedia.com/articles/professionaleducation/11/suitability-fiduciary-standards.asp
    Discover the differences between the Suitability and Fiduciary Standards
    when hiring a financial advisor. ... Vs. Fiduciary Standards. ...

  • Series 66 Study Guide - Conflicts of Interest - Fiduciary Duties ...

    http://www.investopedia.com/exam-guide/series-66/conflicts-of-interest/fiduciary-duties.asp
    Investopedia's Series 66 online Study Guide. This section discusses the fiduciary
    duties towards clients. ... Conflicts of Interest - Fiduciary Duties. ...

  • Series 65 Study Guide - Conflicts of Interest - Anti-fraud ...

    http://www.investopedia.com/exam-guide/series-65/conflicts-of-interest/anti-fraud-provisions-fiduciary-duties.asp
    In this section anti-fraud provisions and fiduciary duties under the
    Investment Advisers Act of 1940 and Uniform Securities Act. ...

  • Morningstar's Stewardship Grade Scores Big

    http://www.investopedia.com/articles/04/111904.asp
    ... introduced a Fiduciary Grade (subsequently renamed as the Stewardship Grade) system
    to complement its ratings service of mutual funds by factoring in areas of ...

  • Series 26 Study Guide - Mutual Fund Accounts - Types of Account ...

    http://www.investopedia.com/exam-guide/series-26/mutual-fund-accounts/types-account-agents.asp
    Investopedia's Series 26 online Study Guide. In this section account agent types:
    fiduciary, power of attorney and discretionary accounts. ...

  • Series 63 Study Guide - Business Practices - Communications with ...

    http://www.investopedia.com/exam-guide/series-63/business-practices/communications-clients-prospects.asp
    Investopedia's Series 63 online Study Guide. In this section fiduciary duty and
    disclosure of relationship between the client and the investment adviser. ...

  • Business Owners: Avoid Enron-esque Retirement Plans

    http://www.investopedia.com/articles/analyst/011802.asp
    ... Fiduciary Failures The fiduciaries failed to comply with their obligations under
    Employee Retirement Income Security Act (ERISA) and instead abdicated their ...

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