{"id":908,"date":"2008-02-06t10:18:18","date_gmt":"2008-02-06t15:18:18","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/2008\/02\/06\/aicpafi360-handbook-defines-a-fiducially-prudent-standard-of-excellence-for-investment-advisors\/"},"modified":"2024-10-01t09:18:07","modified_gmt":"2024-10-01t13:18:07","slug":"aicpafi360-handbook-defines-a-fiducially-prudent-standard-of-excellence-for-investment-advisors","status":"publish","type":"post","link":"\/\/www.g005e.com\/2008\/02\/06\/aicpafi360-handbook-defines-a-fiducially-prudent-standard-of-excellence-for-investment-advisors\/","title":{"rendered":"aicpa\/fi360 handbook defines a fiducially prudent standard of excellence for investment advisors"},"content":{"rendered":"

\"aicpa_logo_pill_150x50.jpg\"<\/a>new york – the american institute of certified public accountants (aicpa) and fiduciary360 (fi360) have announced the publication of the u.s. edition of prudent practices for investment advisors<\/em> handbook. the handbook adapts the prudent practices for investment fiduciaries<\/em>, defined by the foundation for fiduciary studies, to provide a framework for a disciplined investment process specific for investment advisors.the handbook identifies 23 practices for investment practitioners and addresses many ethical and professional requirements. the handbook arranges the practices into a four-step investment management process: organize, formalize, implement and monitor.<\/p>\n

the aicpa and fi360 believe that prudent practices for investment advisors <\/em>provides investment practitioners with two key benefits:<\/p>\n