Sentences with phrase «fiduciary risk management»

Not exact matches

David Reyes is founder of Reyes Financial Architecture of La Jolla, Calif., a Registered Investment Advisory firm that acts as a fiduciary and specializes in portfolio risk management strategies, retirement income distribution and Social Security planning.

They want only advisors with expertise in retirement issues to act as fiduciaries for 401 (k) plans because of risk management issues for the corporation, says Chetney.

Its Wholesale Banking segment offers commercial loans and lines of credit, letters of credit, asset - based lending, equipment leasing, international trade facilities, trade financing, collection, foreign exchange, treasury management, merchant payment processing, institutional fixed - income sales, commodity and equity risk management, corporate trust fiduciary and agency, and investment banking services, as well as online / electronic products.

Going forward, advisers and wealth management firms who choose to ignore fiduciary standards face serious risk of reputational damage and, ultimately, lost assets under management.

APC Fiduciary Responsibility Facility Safety and Risk Management — APEI The Charter School Principal Evaluation Rilke Schule Principal Evaluation Process Robert's Rules (Parliamentary Procedure)

It goes on to summarize financial arguments for investments in energy efficiency, including that: they can repay themselves quickly, depreciate slowly and deliver decades - long returns; efficient buildings, higher rents and higher sale price are correlated; considering energy performance is an important component of risk management and an investor's fiduciary duty; and at a time when energy prices are becoming more and more volatile, efficiency investments represent a good hedging strategy.

And given the current state of the manufactured «paradigm» in climate science, a case could certainly be made that the management of any corporation at risk from a scientific change, such as the collapse of the current paradigm, has a fiduciary duty to investigate plausible potential challenges to that «paradigm».

He is also outside ERISA counsel to FRA PlanTools, a risk - management website, and has taught ERISA fiduciary law at Washington University School of Law as an adjunct law professor.

• Delivered litigation - related training to BMO's lines of business and corporate support areas on fiduciary risk, privilege protection, and legal risk management in reporting.

My career objective is to utilize my knowledge and experience of fiduciary, risk avoidance, and personnel management.