• Fiduciary management is an approach to asset management that involves an asset owner appointing a third party to manage the total assets of the asset...
    9 KB (1,146 words) - 04:22, 28 June 2024
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    private endowments in the United States are governed by the Uniform Prudent Management of Institutional Funds Act which is based in part on the concept of donor...
    39 KB (4,053 words) - 10:23, 3 September 2024
  • Fiduciary Trust Company International is a United States-based wealth management firm that provides investment management and wealth management services...
    15 KB (1,392 words) - 08:26, 23 August 2024
  • directors is typically primarily composed of non-executives who owe a fiduciary duty to shareholders and are not closely involved in the day-to-day activities...
    60 KB (7,106 words) - 12:07, 30 August 2024
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    Division of Fiduciary Management". Street Insider. October 5, 2009. Daykin, Tom (October 5, 2009). "U.S. Bancorp buys Fiduciary Management unit". Milwaukee...
    132 KB (14,059 words) - 13:32, 15 August 2024
  • Institutions often control huge shareholdings. In most cases, they are acting as fiduciary agents rather than principals (direct owners). The owners of shares theoretically...
    39 KB (4,732 words) - 23:45, 12 August 2024
  • Fiduciary Trust Company is a private wealth management firm headquartered in Boston, Mass United States. It serves high-net-worth families, individuals...
    4 KB (322 words) - 23:22, 11 February 2024
  • Investment outsourcing (category Investment management)
    complexity and the need for better risk management. Investment outsourcing goes by many names including "fiduciary management", "outsourced chief investment officer"...
    21 KB (2,453 words) - 21:34, 11 September 2024
  • Thumbnail for Allen Dorfman
    the branch company's contracts. During the first eight years of fiduciary management by Union Casualty the Dorfmans made more than $3 million in commissions...
    18 KB (2,006 words) - 22:51, 10 September 2024
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    (WTI) board of directors for breach of their fiduciary duty, challenging the merger of WTI into Waste Management. In 1995, the case, In re Wheelabrator Technologies...
    27 KB (2,817 words) - 04:31, 11 September 2024
  • Thumbnail for Financial adviser
    (RIAs) who typically charge a fee based upon assets under management while serving as fiduciaries and are registered at the state or federal level. Additionally...
    29 KB (3,314 words) - 10:47, 25 July 2024
  • An agency agreement is a legal contract creating a fiduciary relationship whereby the first party ("the principal") agrees that the actions of a second...
    3 KB (438 words) - 06:23, 23 June 2021
  • the Milwaukee market. Ted Kellner, Chairman of the board and CEO, Fiduciary Management, Inc. and formerly of the Marshall & Ilsley Corporation board of...
    104 KB (11,408 words) - 16:36, 8 September 2024
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    develop what he and the others considered to be excellent risk management and fiduciary practices. Initially, Fink sought funding (for initial operating...
    111 KB (8,338 words) - 17:39, 4 September 2024
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    to the exercise of their duties. The duties imposed on directors are fiduciary duties, similar to those that the law imposes on those in similar positions...
    68 KB (8,574 words) - 21:20, 11 September 2024
  • Thumbnail for Rockefeller Capital Management
    variety of financial services, including wealth management, family office services, trust and fiduciary services, and wealth and strategy advising. Rockefeller Strategic...
    17 KB (1,347 words) - 07:38, 4 June 2024
  • Legal malpractice is the term for negligence, breach of fiduciary duty, or breach of contract by a lawyer during the provision of legal services that...
    7 KB (960 words) - 19:35, 21 September 2023
  • definition creates fiduciary duties and which also has 'joint and several' liabilities. The business-standard contract management model, as employed by...
    19 KB (2,365 words) - 06:36, 31 July 2024
  • Thumbnail for Van Lanschot Kempen
    and first-time investors. In 2015, Van Lanschot Kempen acquired UK fiduciary management business of MN, a Dutch pensions and investments manager. In December...
    18 KB (1,826 words) - 07:05, 22 August 2024
  • Thumbnail for Duty of loyalty
    The duty of loyalty is often called the cardinal principle of fiduciary relationships, but is particularly strict in the law of trusts. In that context...
    6 KB (782 words) - 00:35, 13 March 2024
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    Franklin Templeton Investments (category Investment management companies of the United States)
    Franklin in the Canadian market. The Fiduciary Trust Company was acquired by Franklin Templeton in April 2001. Fiduciary Trust Company International, a member...
    20 KB (1,815 words) - 14:48, 11 September 2024
  • Thumbnail for Cerberus Capital Management
    Brown-Waite, Chrysler President and CEO Robert Nardelli said that Cerberus' fiduciary obligations to its other investors and investments prohibited it from...
    57 KB (5,361 words) - 19:09, 12 September 2024
  • turnkey asset management program (TAMP) is a program for independent financial advisors, typically fiduciaries, to outsource the management of some or all...
    7 KB (774 words) - 01:05, 4 September 2023
  • antitrust claims. State legislatures have been using "transparency," "fiduciary," and "disclosure" provisions to improve the business practices of PBMs...
    26 KB (2,684 words) - 00:58, 8 September 2024
  • fees for providing financial advice and investment management. They are required to act as a fiduciary. This is very different from broker-dealers and their...
    17 KB (2,075 words) - 20:36, 24 August 2024
  • returns, then sacrificing profits for other concerns is a violation of its fiduciary responsibility. Corporate entities are legal persons but this does not...
    115 KB (14,264 words) - 22:16, 6 September 2024
  • cited "the need to decarbonize the economy and our responsibility as fiduciaries" in explaining its decision. Climate activists on campus had waged a...
    16 KB (1,539 words) - 23:08, 9 September 2024
  • Personal fiduciary services are fiduciary services provided by a financial institutions or advisors to an individual or family that are typically wealthy...
    6 KB (797 words) - 03:06, 11 September 2023
  • Thumbnail for Labor Management Reporting and Disclosure Act of 1959
    annual financial reports to the DOL. Every union officer must act as a fiduciary in handling the assets and conducting the affairs of the union. Unions'...
    14 KB (1,531 words) - 16:52, 4 February 2024
  • Thumbnail for AIMCo
    AIMCo's approach to socially responsible investing is governed by its fiduciary duty to clients and a long-term investment horizon while integrating environmental...
    49 KB (4,910 words) - 11:12, 16 August 2024