-
Fiduciary funds Explained. CPA Exam. Governmental Accounting.
In this session, I cover fidicuaiy funds such as investment trust funds, pension (and other employee benefit) trust funds, private-purpose trust funds, and custodial funds.
✔️Accounting students or CPA Exam candidates, check my website for additional resources: https://farhatlectures.com/
📧Connect with me on social media: https://linktr.ee/farhatlectures
#cpaexam #cpaexaminindia #cpaexamreview
published: 27 Apr 2023
-
This is the largest-scale fiduciary breach in the 21st century: Ramaswamy
Strive co-founder and executive chairman Vivek Ramaswamy talks ESG and stakeholder capitalism on 'Fox Business Tonight.'
published: 26 May 2022
-
Fiduciary Duties
What do you do when things go wrong (Part 2/4)
Fiduciary duties play a crucial role in safeguarding your business’s interests and building trust with stakeholders. Here’s why they are essential:
1️⃣ Legal Obligations: Fiduciary duties are legal obligations that require individuals in positions of authority, such as directors, executives, or trustees, to act in the best interest of the business and its stakeholders. They are legally bound to prioritise the company’s welfare above personal gain.
2️⃣ Building Trust: By upholding fiduciary duties, you demonstrate integrity, transparency, and accountability. This fosters trust with investors, shareholders, employees, and customers, as they rely on your commitment to acting in their best interest. Trust is the foundation of successful busines...
published: 14 Jul 2023
-
How Graham got fiduciary management right
A story about Graham the pension fund trustee, and how he got fiduciary management right.
Go to https://www.lcp.uk.com/fiduciarymanagementoversight for more on LCP's approach to fiduciary management.
published: 26 May 2016
-
Do Nonprofit Boards Have Fiduciary Duties
Serving as a board member for a nonprofit is an honor. There is great satisfaction in doing something about a cause you’re passionate about.
But have you wondered what responsibilities come with that role? Are you unsure of what the duty of a board member is?
Fiduciary duties are inherent in a board role. I’ll explain what those are and share a list of the common financial duties you’ll want to be familiar with in your board role.
Learn how to be a "Financially Thriving Nonprofit".
Start here with my FREE fraud assessment - https://www.terisaclark.com/fraud-factor-assessment
published: 09 Jun 2022
-
Fiduciary Investment Fundamentals
As retirement plan sponsors come under increasing regulatory scrutiny for their fiduciary responsibilities in managing plan assets, understanding those responsibilities as a committee member is crucial to creating and maintaining a prudent investment process.
This Fiduciary Training webinar focuses on what retirement plan committees need to understand about their responsibilities related to retirement plan investments.
During this webinar, we cover:
- Committee responsibilities for the selection and monitoring of defined contribution plan investments
- The difference between an investment strategy, management technique, and style
- Quantitative tools and qualitative techniques used to monitor investments
published: 24 Feb 2022
-
Order Appointing Special Fiduciary and Suspension of Fiduciary
Darren Findling of The Probate Pro discusses the Order Appointing Special Fiduciary and Suspension of Fiduciary.
(833) PROBATE
https://www.TheProbatePro.com
Facebook: https://www.facebook.com/TheProbatePro/
LinkedIn: https://www.linkedin.com/company/the-probate-pro-plc/
Instagram: https://www.instagram.com/theprobatepro/
Twitter: https://twitter.com/The_ProbatePro
_________________________________________________________________
Addresses:
Michigan Office:
414 W. Fifth Street
Royal Oak, Michigan 48067
Illinois Office:
1525 East 53rd Street, Ste 439
Chicago, Illinois 60615
Florida Office:
941 West Morse Blvd., Suite 100
Winter Park, Florida 32789
Please Call - (833) PROBATE
_________________________________________________________________
Legal Disclaimer:
This video is for educatio...
published: 07 Mar 2021
-
Fiduciary manager selection and monitoring
In this webinar we focus on an area very much under the spotlight - how to select your fiduciary manager and what a best practice selection process looks like. We will also look at how you should monitor your fiduciary manager going forwards. Joining us in this discussion will be one of the UK’s leading selection consultants, EY’s Rikhav Shah.
SPEAKERS
- Jeff Neate, Head of Portfolio Management, Kempen
- John MacDonald, Business Development Director, Kempen
- Rikhav Shah, Director, Advisory Services, EY
published: 05 Nov 2018
-
Private Fiduciary Best Practices
Meredith Taylor, VP of PFAC, and Principal Fiduciary at IMT Associates will discuss an on-boarding process that supports both the family, client and fiduciary in having a successful relationship. She will review this process focusing on parent and client involvement from the start. The goal is for the family to know that they will have an advocate and support system in place for the future. This provides structure and a sense of relief that their loved one will be taken care of if something should happen to them.
To sign up for our mailing list a get the form for MCLE credit - go to https://www.gspt.org/attorney-resources
For a copy of the PowerPoint - go to
https://www.dropbox.com/s/4xgwcgaomr7xrbs/Best%20Practices%20-%20Feb%202022.pdf?dl=0
For a copy of the handout on questions t...
published: 15 Feb 2022
-
Fiduciary File: The Why and How of this Fiduciary Action
At some point, all plan fiduciaries are going to make a change in their investment menu. It may be a simple replacement of a poor performing fund, or it could be a complete overhaul of the investment menu as they transition to a new recordkeeping provider. Each time a change is made, the plan fiduciaries are taking discretion of participant investments by moving participants' money from one investment option to another, and as a result, they should give careful consideration of their decision.
In this webinar, we discuss:
- the reasons for fund mapping
- DOL guidance on fund mapping
- three common fund mapping strategies
+ much more
published: 23 Mar 2021
11:50
Fiduciary funds Explained. CPA Exam. Governmental Accounting.
In this session, I cover fidicuaiy funds such as investment trust funds, pension (and other employee benefit) trust funds, private-purpose trust funds, and cu...
In this session, I cover fidicuaiy funds such as investment trust funds, pension (and other employee benefit) trust funds, private-purpose trust funds, and custodial funds.
✔️Accounting students or CPA Exam candidates, check my website for additional resources: https://farhatlectures.com/
📧Connect with me on social media: https://linktr.ee/farhatlectures
#cpaexam #cpaexaminindia #cpaexamreview
https://wn.com/Fiduciary_Funds_Explained._Cpa_Exam._Governmental_Accounting.
In this session, I cover fidicuaiy funds such as investment trust funds, pension (and other employee benefit) trust funds, private-purpose trust funds, and custodial funds.
✔️Accounting students or CPA Exam candidates, check my website for additional resources: https://farhatlectures.com/
📧Connect with me on social media: https://linktr.ee/farhatlectures
#cpaexam #cpaexaminindia #cpaexamreview
- published: 27 Apr 2023
- views: 2734
5:40
This is the largest-scale fiduciary breach in the 21st century: Ramaswamy
Strive co-founder and executive chairman Vivek Ramaswamy talks ESG and stakeholder capitalism on 'Fox Business Tonight.'
Strive co-founder and executive chairman Vivek Ramaswamy talks ESG and stakeholder capitalism on 'Fox Business Tonight.'
https://wn.com/This_Is_The_Largest_Scale_Fiduciary_Breach_In_The_21St_Century_Ramaswamy
Strive co-founder and executive chairman Vivek Ramaswamy talks ESG and stakeholder capitalism on 'Fox Business Tonight.'
- published: 26 May 2022
- views: 420511
0:58
Fiduciary Duties
What do you do when things go wrong (Part 2/4)
Fiduciary duties play a crucial role in safeguarding your business’s interests and building trust with stakehold...
What do you do when things go wrong (Part 2/4)
Fiduciary duties play a crucial role in safeguarding your business’s interests and building trust with stakeholders. Here’s why they are essential:
1️⃣ Legal Obligations: Fiduciary duties are legal obligations that require individuals in positions of authority, such as directors, executives, or trustees, to act in the best interest of the business and its stakeholders. They are legally bound to prioritise the company’s welfare above personal gain.
2️⃣ Building Trust: By upholding fiduciary duties, you demonstrate integrity, transparency, and accountability. This fosters trust with investors, shareholders, employees, and customers, as they rely on your commitment to acting in their best interest. Trust is the foundation of successful business relationships.
3️⃣ Ethical Responsibility: Fiduciary duties embody ethical principles that guide your decision-making process. They require you to exercise prudence, loyalty, and due diligence when managing the business’s resources, finances, and operations. Ethical conduct ensures sustainable growth and long-term success.
4️⃣ Risk Mitigation: Fulfilling fiduciary duties helps minimise the risk of conflicts of interest, mismanagement, and potential legal repercussions. By acting in the best interest of the business, you mitigate the risk of harm to stakeholders and protect the company’s reputation. It’s a proactive approach to risk management.
5️⃣ Investor Confidence: Investors seek businesses with leaders who embrace their fiduciary duties. When you prioritise the company’s well-being, potential investors are more likely to trust your decision-making and commit their resources to support your growth. Strong fiduciary practices attract investment opportunities.
Remember, fiduciary duties are not just legal obligations; they are fundamental principles that uphold the integrity and success of your business. Embrace your fiduciary role, make decisions in the best interest of the company, and inspire trust among your stakeholders.
#businessadvice #business #entrepreneurship #vusithembekwayo #fiduciaryduty #shorts
https://wn.com/Fiduciary_Duties
What do you do when things go wrong (Part 2/4)
Fiduciary duties play a crucial role in safeguarding your business’s interests and building trust with stakeholders. Here’s why they are essential:
1️⃣ Legal Obligations: Fiduciary duties are legal obligations that require individuals in positions of authority, such as directors, executives, or trustees, to act in the best interest of the business and its stakeholders. They are legally bound to prioritise the company’s welfare above personal gain.
2️⃣ Building Trust: By upholding fiduciary duties, you demonstrate integrity, transparency, and accountability. This fosters trust with investors, shareholders, employees, and customers, as they rely on your commitment to acting in their best interest. Trust is the foundation of successful business relationships.
3️⃣ Ethical Responsibility: Fiduciary duties embody ethical principles that guide your decision-making process. They require you to exercise prudence, loyalty, and due diligence when managing the business’s resources, finances, and operations. Ethical conduct ensures sustainable growth and long-term success.
4️⃣ Risk Mitigation: Fulfilling fiduciary duties helps minimise the risk of conflicts of interest, mismanagement, and potential legal repercussions. By acting in the best interest of the business, you mitigate the risk of harm to stakeholders and protect the company’s reputation. It’s a proactive approach to risk management.
5️⃣ Investor Confidence: Investors seek businesses with leaders who embrace their fiduciary duties. When you prioritise the company’s well-being, potential investors are more likely to trust your decision-making and commit their resources to support your growth. Strong fiduciary practices attract investment opportunities.
Remember, fiduciary duties are not just legal obligations; they are fundamental principles that uphold the integrity and success of your business. Embrace your fiduciary role, make decisions in the best interest of the company, and inspire trust among your stakeholders.
#businessadvice #business #entrepreneurship #vusithembekwayo #fiduciaryduty #shorts
- published: 14 Jul 2023
- views: 15505
5:26
How Graham got fiduciary management right
A story about Graham the pension fund trustee, and how he got fiduciary management right.
Go to https://www.lcp.uk.com/fiduciarymanagementoversight for more on...
A story about Graham the pension fund trustee, and how he got fiduciary management right.
Go to https://www.lcp.uk.com/fiduciarymanagementoversight for more on LCP's approach to fiduciary management.
https://wn.com/How_Graham_Got_Fiduciary_Management_Right
A story about Graham the pension fund trustee, and how he got fiduciary management right.
Go to https://www.lcp.uk.com/fiduciarymanagementoversight for more on LCP's approach to fiduciary management.
- published: 26 May 2016
- views: 267
4:25
Do Nonprofit Boards Have Fiduciary Duties
Serving as a board member for a nonprofit is an honor. There is great satisfaction in doing something about a cause you’re passionate about.
But have you wo...
Serving as a board member for a nonprofit is an honor. There is great satisfaction in doing something about a cause you’re passionate about.
But have you wondered what responsibilities come with that role? Are you unsure of what the duty of a board member is?
Fiduciary duties are inherent in a board role. I’ll explain what those are and share a list of the common financial duties you’ll want to be familiar with in your board role.
Learn how to be a "Financially Thriving Nonprofit".
Start here with my FREE fraud assessment - https://www.terisaclark.com/fraud-factor-assessment
https://wn.com/Do_Nonprofit_Boards_Have_Fiduciary_Duties
Serving as a board member for a nonprofit is an honor. There is great satisfaction in doing something about a cause you’re passionate about.
But have you wondered what responsibilities come with that role? Are you unsure of what the duty of a board member is?
Fiduciary duties are inherent in a board role. I’ll explain what those are and share a list of the common financial duties you’ll want to be familiar with in your board role.
Learn how to be a "Financially Thriving Nonprofit".
Start here with my FREE fraud assessment - https://www.terisaclark.com/fraud-factor-assessment
- published: 09 Jun 2022
- views: 71
1:04:33
Fiduciary Investment Fundamentals
As retirement plan sponsors come under increasing regulatory scrutiny for their fiduciary responsibilities in managing plan assets, understanding those responsi...
As retirement plan sponsors come under increasing regulatory scrutiny for their fiduciary responsibilities in managing plan assets, understanding those responsibilities as a committee member is crucial to creating and maintaining a prudent investment process.
This Fiduciary Training webinar focuses on what retirement plan committees need to understand about their responsibilities related to retirement plan investments.
During this webinar, we cover:
- Committee responsibilities for the selection and monitoring of defined contribution plan investments
- The difference between an investment strategy, management technique, and style
- Quantitative tools and qualitative techniques used to monitor investments
https://wn.com/Fiduciary_Investment_Fundamentals
As retirement plan sponsors come under increasing regulatory scrutiny for their fiduciary responsibilities in managing plan assets, understanding those responsibilities as a committee member is crucial to creating and maintaining a prudent investment process.
This Fiduciary Training webinar focuses on what retirement plan committees need to understand about their responsibilities related to retirement plan investments.
During this webinar, we cover:
- Committee responsibilities for the selection and monitoring of defined contribution plan investments
- The difference between an investment strategy, management technique, and style
- Quantitative tools and qualitative techniques used to monitor investments
- published: 24 Feb 2022
- views: 76
11:39
Order Appointing Special Fiduciary and Suspension of Fiduciary
Darren Findling of The Probate Pro discusses the Order Appointing Special Fiduciary and Suspension of Fiduciary.
(833) PROBATE
https://www.TheProbatePro.com
F...
Darren Findling of The Probate Pro discusses the Order Appointing Special Fiduciary and Suspension of Fiduciary.
(833) PROBATE
https://www.TheProbatePro.com
Facebook: https://www.facebook.com/TheProbatePro/
LinkedIn: https://www.linkedin.com/company/the-probate-pro-plc/
Instagram: https://www.instagram.com/theprobatepro/
Twitter: https://twitter.com/The_ProbatePro
_________________________________________________________________
Addresses:
Michigan Office:
414 W. Fifth Street
Royal Oak, Michigan 48067
Illinois Office:
1525 East 53rd Street, Ste 439
Chicago, Illinois 60615
Florida Office:
941 West Morse Blvd., Suite 100
Winter Park, Florida 32789
Please Call - (833) PROBATE
_________________________________________________________________
Legal Disclaimer:
This video is for educational purposes only and is not to be considered legal advice. The Probate Pro, PLC, QuietTitle.com and any other entities of The Darren Findling Law Firm, PLC do not claim to be an “expert” or “specialist” in their legal practice areas.
https://wn.com/Order_Appointing_Special_Fiduciary_And_Suspension_Of_Fiduciary
Darren Findling of The Probate Pro discusses the Order Appointing Special Fiduciary and Suspension of Fiduciary.
(833) PROBATE
https://www.TheProbatePro.com
Facebook: https://www.facebook.com/TheProbatePro/
LinkedIn: https://www.linkedin.com/company/the-probate-pro-plc/
Instagram: https://www.instagram.com/theprobatepro/
Twitter: https://twitter.com/The_ProbatePro
_________________________________________________________________
Addresses:
Michigan Office:
414 W. Fifth Street
Royal Oak, Michigan 48067
Illinois Office:
1525 East 53rd Street, Ste 439
Chicago, Illinois 60615
Florida Office:
941 West Morse Blvd., Suite 100
Winter Park, Florida 32789
Please Call - (833) PROBATE
_________________________________________________________________
Legal Disclaimer:
This video is for educational purposes only and is not to be considered legal advice. The Probate Pro, PLC, QuietTitle.com and any other entities of The Darren Findling Law Firm, PLC do not claim to be an “expert” or “specialist” in their legal practice areas.
- published: 07 Mar 2021
- views: 303
51:50
Fiduciary manager selection and monitoring
In this webinar we focus on an area very much under the spotlight - how to select your fiduciary manager and what a best practice selection process looks like. ...
In this webinar we focus on an area very much under the spotlight - how to select your fiduciary manager and what a best practice selection process looks like. We will also look at how you should monitor your fiduciary manager going forwards. Joining us in this discussion will be one of the UK’s leading selection consultants, EY’s Rikhav Shah.
SPEAKERS
- Jeff Neate, Head of Portfolio Management, Kempen
- John MacDonald, Business Development Director, Kempen
- Rikhav Shah, Director, Advisory Services, EY
https://wn.com/Fiduciary_Manager_Selection_And_Monitoring
In this webinar we focus on an area very much under the spotlight - how to select your fiduciary manager and what a best practice selection process looks like. We will also look at how you should monitor your fiduciary manager going forwards. Joining us in this discussion will be one of the UK’s leading selection consultants, EY’s Rikhav Shah.
SPEAKERS
- Jeff Neate, Head of Portfolio Management, Kempen
- John MacDonald, Business Development Director, Kempen
- Rikhav Shah, Director, Advisory Services, EY
- published: 05 Nov 2018
- views: 230
1:32:01
Private Fiduciary Best Practices
Meredith Taylor, VP of PFAC, and Principal Fiduciary at IMT Associates will discuss an on-boarding process that supports both the family, client and fiduciary i...
Meredith Taylor, VP of PFAC, and Principal Fiduciary at IMT Associates will discuss an on-boarding process that supports both the family, client and fiduciary in having a successful relationship. She will review this process focusing on parent and client involvement from the start. The goal is for the family to know that they will have an advocate and support system in place for the future. This provides structure and a sense of relief that their loved one will be taken care of if something should happen to them.
To sign up for our mailing list a get the form for MCLE credit - go to https://www.gspt.org/attorney-resources
For a copy of the PowerPoint - go to
https://www.dropbox.com/s/4xgwcgaomr7xrbs/Best%20Practices%20-%20Feb%202022.pdf?dl=0
For a copy of the handout on questions to ask a fiduciary - go to
https://www.dropbox.com/s/lgvr4zmemrsvwib/Questions%20to%20Ask%20a%20Potential%20Private%20Professional%20Trustee.pdf?dl=0
To find out more about IMT Associates - go to http://www.imtassociates.com/
To learn more about PFAC = go to https://pfac-pro.org/
To be on our mailing list - email amy@gspt/.org
To subscribe to our YouTube Channel - go to https://youtube.com/c/Achievingindependence/subscribe
https://wn.com/Private_Fiduciary_Best_Practices
Meredith Taylor, VP of PFAC, and Principal Fiduciary at IMT Associates will discuss an on-boarding process that supports both the family, client and fiduciary in having a successful relationship. She will review this process focusing on parent and client involvement from the start. The goal is for the family to know that they will have an advocate and support system in place for the future. This provides structure and a sense of relief that their loved one will be taken care of if something should happen to them.
To sign up for our mailing list a get the form for MCLE credit - go to https://www.gspt.org/attorney-resources
For a copy of the PowerPoint - go to
https://www.dropbox.com/s/4xgwcgaomr7xrbs/Best%20Practices%20-%20Feb%202022.pdf?dl=0
For a copy of the handout on questions to ask a fiduciary - go to
https://www.dropbox.com/s/lgvr4zmemrsvwib/Questions%20to%20Ask%20a%20Potential%20Private%20Professional%20Trustee.pdf?dl=0
To find out more about IMT Associates - go to http://www.imtassociates.com/
To learn more about PFAC = go to https://pfac-pro.org/
To be on our mailing list - email amy@gspt/.org
To subscribe to our YouTube Channel - go to https://youtube.com/c/Achievingindependence/subscribe
- published: 15 Feb 2022
- views: 633
40:07
Fiduciary File: The Why and How of this Fiduciary Action
At some point, all plan fiduciaries are going to make a change in their investment menu. It may be a simple replacement of a poor performing fund, or it could b...
At some point, all plan fiduciaries are going to make a change in their investment menu. It may be a simple replacement of a poor performing fund, or it could be a complete overhaul of the investment menu as they transition to a new recordkeeping provider. Each time a change is made, the plan fiduciaries are taking discretion of participant investments by moving participants' money from one investment option to another, and as a result, they should give careful consideration of their decision.
In this webinar, we discuss:
- the reasons for fund mapping
- DOL guidance on fund mapping
- three common fund mapping strategies
+ much more
https://wn.com/Fiduciary_File_The_Why_And_How_Of_This_Fiduciary_Action
At some point, all plan fiduciaries are going to make a change in their investment menu. It may be a simple replacement of a poor performing fund, or it could be a complete overhaul of the investment menu as they transition to a new recordkeeping provider. Each time a change is made, the plan fiduciaries are taking discretion of participant investments by moving participants' money from one investment option to another, and as a result, they should give careful consideration of their decision.
In this webinar, we discuss:
- the reasons for fund mapping
- DOL guidance on fund mapping
- three common fund mapping strategies
+ much more
- published: 23 Mar 2021
- views: 17