Skip navigation

Raising the Bar

Dramatic new Securities and Exchange Commission (SEC) disclosure requirements will change the way trustees choose and manage financial advisers. These disclosures provide information that trustees may not have been able to cobble together on their own and perhaps also raise the due diligence bar for trustees. For the first time, trustees will be able to see a full picture of services, fees, disciplinary
Resources

Subscription Options

Please Log in if you are currently a Trusts & Estates subscriber.


If you are interested in unlimited article access for one year, please select Annual Subscription below.

Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish