• Accounting For Fiduciary Funds July 2015

    An overview of accounting for fiduciary funds of state and local governments

    published: 03 Jul 2015
  • Free CPA Exam Deep Dive: Fiduciary Funds

    Get your free trial of Wiley CPAexcel today http://ow.ly/ICCtm In this free CPA Exam Deep Dive from Wiley CPAexcel, Prof. Donald Deis of Texas A&M University - Corpus Christi provides an in-depth look at how a Tax Agency Fund (TAF) works. This is part of the overall Wiley CPAexcel lesson on Fiduciary Funds, which are covered in the FAR section of the CPA Exam.

    published: 07 Jul 2015
  • Government & Non-Profit Accounting: Accounting for Fiduciary Activities - Agency & Trust Funds

    Government & Non-Profit Accounting: Accounting for Fiduciary Activities - Agencies and Trust Funds (Chapter 8) April 3rd, 2013 by Professor Irfan Bora This lecture is begin with an explanation of how trust funds and agency funds are used to report on the fiduciary activities of a government. Agency funds and trust funds are also compared and contrasted (for trust funds, when they are used privately, for investing, or for pensions). The purpose and applications of agency funds is also discussed, as well as the standard activities and proper financial reporting for agency funds. The purposes, proper accounting, and proper financial reporting methods for cash, investment pools, investment trust funds, private purpose trust funds, and pension trust funds. Lastly, the proper accounting ...

    published: 23 May 2013
  • Fiduciary funds: Agency funds and trust funds FAR CPA exam governmental course

    Like us on Facebook: https://www.facebook.com/accountinglectures Visit the website where you can search using a specific term: http://www.farhatlectures.org/ Connect with Linked In: https://www.linkedin.com/in/mansour-farhat-cpa-cia-cfe-macc-2453423a/ Fiduciary funds, agency funds, trust funds, private-purpose funds, pension fund, investment trust funds, private-purpose trust funds

    published: 10 Jun 2017
  • US-Gaap : GASB - Fiduciary Funds

    Four types of Fiduciary funds are Pension Trust funds, Investment Trust funds, Private Purpose Trust funds and Agency funds. Pension trust funds are funds held in trust for payment of employee retirement and benefits. Investment trust funds are funds held in a trust when government is trustee. Private purpose trust funds are trust arrangements where principal remains intact and income generated is used for the benefits. Agency funds are funds held by government in a purely custodial capacity. Audio - Video by SSK Advisory Our Website : http://www.sskadvisory.com/ Subscribe to us YouTube on https://www.youtube.com/channel/UCAnTXIXnZH5vlnfxbbl47OQ?sub_confirmation=1 Like us on Facebook at https://www.facebook.com/SSKAdvisory Follow us on Twitter at https://twitter.com/AdvisorySsk

    published: 27 May 2016
  • wayne lippman Fiduciary fund

    Used to account for funds held by Govt entity as a Trustee or Agent Uses Accrual basis of accounting and Economic Resources measurement focus (2 Exceptions) Only Fund Statements are prepared by Fund Type Statement of Net Assets Statement of Changes in Fiduciary Net Assets Combining Statements

    published: 16 Dec 2015
  • Retirement Plans: Last Week Tonight with John Oliver (HBO)

    Saving for retirement means navigating a potential minefield of high fees and bad advice. Billy Eichner and Kristin Chenoweth share some tips. Connect with Last Week Tonight online... Subscribe to the Last Week Tonight YouTube channel for more almost news as it almost happens: www.youtube.com/user/LastWeekTonight Find Last Week Tonight on Facebook like your mom would: http://Facebook.com/LastWeekTonight Follow us on Twitter for news about jokes and jokes about news: http://Twitter.com/LastWeekTonight Visit our official site for all that other stuff at once: http://www.hbo.com/lastweektonight

    published: 13 Jun 2016
  • Defining fiduciary

    If you've ever worked in finance or accounting, or tried to invest any money, you've probably come across the word "fiduciary." Understanding what a fiduciary is, and what their responsibilities are is important if you're risking your money, as this video explains.

    published: 14 Feb 2014
  • The Impending Fiduciary Armageddon Of (Most) Mutual Fund Share Classes

    An "#OfficeHours with Michael Kitces" Periscope, looking at the impending fiduciary Armageddon of (most) mutual fund share classes. For further details, see https://www.kitces.com/blog/variable-annuity-mutual-fund-share-classes-ending-under-dol-fiduciary/

    published: 22 Feb 2017
  • What is FIDUCIARY? FIDUCIARY meaning - FIDUCIARY definition - How to pronounce FIDUCIARY

    What is FIDUCIARY? FIDUCIARY meaning - FIDUCIARY pronunciation - FIDUCIARY definition - FIDUCIARY explanation - How to pronounce FIDUCIARY? Source: Wikipedia.org article, adapted under https://creativecommons.org/licenses/by-sa/3.0/ license. A fiduciary is a person who holds a legal or ethical relationship of trust with one or more other parties (person or group of persons). Typically, a fiduciary prudently takes care of money or other asset for another person. One party, for example a corporate trust company or the trust department of a bank, acts in a fiduciary capacity to the other one, who for example has entrusted funds to the fiduciary for safekeeping or investment. Likewise, asset managers—including managers of pension plans, endowments and other tax-exempt assets—are considered f...

    published: 03 Oct 2016
  • HighTower Whiteboard Animation: Brokers vs. Fiduciaries

    Investors are taking a hard look at the people managing their money. Elliot S. Weissbluth, the CEO of HighTower, has been a visionary on this issue for over a decade. In this whiteboard video, Elliot cleverly explains the difference between brokers and fiduciaries and sheds light on the issues surrounding the industry. http://hightoweradvisors.com/ Securities offered through HighTower Securities, LLC, Member FINRA/SIPC/MSRB, HighTower Advisors, LLC is a SEC registered investment adviser.

    published: 16 Mar 2012
  • Government Funds

    Please like our Facebook page at https://www.facebook.com/rutgersweb To watch the entire video, go to https://www.youtube.com/watch?v=ThRGdw2NiR4 Video Summary: After giving a brief overview of the learning objectives of the chapter, the measurement focus is outlined (including the difference between operational and fiscal accountability). The modified accrual basis of accounting and accrual basis of accounting are also compared and contrasted. Following that, the primary activities of the government are discussed as well as the two basic sets of financial statements involved (government-wide and fund financial statements). Funds are also defined, as well as the different categories of funds (governmental funds, proprietary funds, and fiduciary funds) - however, governmental funds are fo...

    published: 16 Jul 2015
  • Fiduciary Accountings 101

    A lightning tour through the nuts & bolts of fiduciary accounting preparation by Martin Harris of Harris Fiduciary Services, San Francisco's fiduciary/probate court accounting expert.

    published: 16 Mar 2012
  • Tony Robbins on the Fiduciary Rule

    NYT Best-selling author, entrepreneur and philanthropist Tony Robbins discusses implementing the Department of Labor's "Fiduciary Rule" and why investors shouldn't rely on it anyway. Read more: Tony Robbins on the Fiduciary Rule - Video | Investopedia http://www.investopedia.com/video/play/tony-robbins-fiduciary-rule/

    published: 07 Mar 2017
  • The Rise of the Fiduciary State: A Survey of Sovereign Wealth Fund Research

    Prof. William L. Megginson (University of Oklahoma) presenting his paper at the ECGI Asia conference in Tokyo, Japan. To access the slides for this presentation, click here: http://www.ecgievents.org/#!ecgi-asia-dialogue/n1gg6

    published: 21 Aug 2016
  • 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
  • Overview of Fiduciary Funds

    In this video, fiduciary funds are discussed.

    published: 28 May 2017
  • The pros and cons of fiduciary management for UK pension schemes

    How should investments in an occupational pension scheme be run? Should trustees oversee the decisions of fund managers, or should trustees delegate to a fiduciary manager who is entrusted to make decisions about markets on a daily or weekly basis. Kerrin Rosenberg, chief executive of Cardano UK argues for fiduciary management, Richard Graham head of UK institutional business at Baring Asset Management argues against.

    published: 04 Jan 2010
  • Governmental Accounting: Fiduciary Funds Part 1 of 4

    Accounting for Governmental Fiduciary Activities [Somali] by Muhammad Ali Farah from the University of Burao. Please LIKE this video and subscribe to my channel

    published: 14 Sep 2014
  • CSA to conduct further study on fees and statutory fiduciary duty

    On December 2013, the Canadian Securities Administrators (CSA) issued two status reports regarding consultations on mutual fund commissions and statutory fiduciary duty. While Advocis is encouraged by the CSA's decision to further investigate the merits of these reforms, threats of a commissions ban and statutory fiduciary duty still loom. Please view this important video message from Advocis President and CEO Greg Pollock.

    published: 14 Jan 2014
  • John Bogle: Investing in Index Funds and Vanguard

    An interview with John C. Bogle, the founder and former CEO of The Vanguard Group. In this interview John discusses actively managed funds and index, arguing why index are superior. John also covers what the non professional should do with his money to get the best investment. Like if you enjoyed Subscribe for more:http://bit.ly/InvestorsArchive Follow us on twitter:http://bit.ly/TwitterIA Video Segments: 0:00 Introduction 0:24 What was Vanguard like in 1974? 4:23 Are there people trying to confuse others? 5:26 Diminishment of long term investing 6:36 Anything good about trading? 7:09 What motivating high turnover in portfolio? 8:23 Any active managers doing the right thing? 10:53 How does a index fund work? 12:25 Is weighting by capitalisation a bad idea? 15:14 How many funds...

    published: 19 Jan 2017
  • Consumer Alert: DOL Fiduciary Rule

    The DOL Fiduciary Rule is helpful but falls well short of eliminating conflicts of interest and protecting investors. Top annuity lies: http://investingadvicewatchdog.com/annuity-lies.html Robo-Advisor https://www.blackrock.com/wte/core-builder/us?refType=fi Robo-Advisor https://personal.vanguard.com/us/funds/tools/recommendation?reset=true This video is not intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy, hold or sell, or as an endorsement, of any company, security, fund, product or other offering. Always hire and consult with a fee-only fiduciary professional. In other words you are responsible for your own actions -- Not me.

    published: 22 Mar 2017
  • CPAR GOV/NFP: Government Reporting - From Going Concern to Fiduciary Funds

    CPAR Gov/NFP Vol 2017 No.1 Segment 1 Warren Ruppel on GASB 84 and Reporting a Fiduciary Activity As the Governmental Accounting Standards Board unveils the first phase of its project designed to improve the financial reporting model, it is time to appraise what steps the standard setter should take to improve the existing format and content of financial statements. In our opening segment, Warren Ruppel - a partner in the firm of Marks Paneth LLP as well as the author of "Wiley's GAAP or Governments" - evaluates GASB's current agenda and its recent guidance, including going concern disclosures to fiduciary activities. Learn more about this course at https://ecampus.smartpros.com/modules/Catalog/CourseDetails.aspx?CourseGroupID=2491&productgroupid=19375

    published: 06 Apr 2017
  • Fiduciary Duty and Passive Investing

    http://www.painlessfinancialtraininggroup.ca/ Directors are being sued, in the USA, for paying too much for too little investment advice when investing their organizations funds. Granted, this is the US where lawsuits are far more common, but what happens in the US does have an impact on Canada. The crux of the latest issue comes back to passive investing. If your group can get the market rate of return with an index fund then your advisors better be able to show that the fees you pay directly lead to making more money. If not, then the stakeholders have a point about the directors not satisfying their fiduciary duty. A wise director does not overpay when they are responsible for other people’s money. So take a look at how you are paying for advice and be sure that you could justify the...

    published: 27 Oct 2016
Accounting For Fiduciary Funds July 2015

Accounting For Fiduciary Funds July 2015

  • Order:
  • Duration: 6:54
  • Updated: 03 Jul 2015
  • views: 752
videos
An overview of accounting for fiduciary funds of state and local governments
https://wn.com/Accounting_For_Fiduciary_Funds_July_2015
Free CPA Exam Deep Dive: Fiduciary Funds

Free CPA Exam Deep Dive: Fiduciary Funds

  • Order:
  • Duration: 4:37
  • Updated: 07 Jul 2015
  • views: 806
videos
Get your free trial of Wiley CPAexcel today http://ow.ly/ICCtm In this free CPA Exam Deep Dive from Wiley CPAexcel, Prof. Donald Deis of Texas A&M University - Corpus Christi provides an in-depth look at how a Tax Agency Fund (TAF) works. This is part of the overall Wiley CPAexcel lesson on Fiduciary Funds, which are covered in the FAR section of the CPA Exam.
https://wn.com/Free_Cpa_Exam_Deep_Dive_Fiduciary_Funds
Government & Non-Profit Accounting: Accounting for Fiduciary Activities - Agency & Trust Funds

Government & Non-Profit Accounting: Accounting for Fiduciary Activities - Agency & Trust Funds

  • Order:
  • Duration: 1:45:34
  • Updated: 23 May 2013
  • views: 1342
videos
Government & Non-Profit Accounting: Accounting for Fiduciary Activities - Agencies and Trust Funds (Chapter 8) April 3rd, 2013 by Professor Irfan Bora This lecture is begin with an explanation of how trust funds and agency funds are used to report on the fiduciary activities of a government. Agency funds and trust funds are also compared and contrasted (for trust funds, when they are used privately, for investing, or for pensions). The purpose and applications of agency funds is also discussed, as well as the standard activities and proper financial reporting for agency funds. The purposes, proper accounting, and proper financial reporting methods for cash, investment pools, investment trust funds, private purpose trust funds, and pension trust funds. Lastly, the proper accounting for postemployment benefits is discussed before completing the lecture. ------QUICK NAVIGATION------ Overview of the Lecture's Learning Objectives: 0:45 Agency Funds: 2:09 Agency Funds - Typical Uses (3 Types): 4:07 Special Assessment Agency Funds: 8:15 Example of Special Assessment Agency Fund (Journal Entries): 9:08 Tax Agency Funds (Illustrative Transactions - Examples with Journal Entries): 11:05 Pass-through Agency Funds: 16:48 Fiduciary Funds Required Financial Statements: 22:34 Statement of Fiduciary Net Assets (Illustration): 22:55 Statement of Changes in Fiduciary Net Assets: 25:00 Types of Trust Funds (3 types): 27:06 Trust Funds: 27:27 Investment Trust Funds: 29:23 Private Purpose Trust Funds: 35:25 Accounting for Private Purpose Trust Funds: 40:17 Private Purpose Trust Funds (revisited): 40:35 Pension Trust Funds: 46:01 Employer Pension Accounting: 54:03 Reporting for Defined Benefit Pension Plans: 55:53 Statement of Net Assets (illustration): 1:05:46 Statement of Plan Net Position (Illustration): 1:09:36 Statement of Changes in Plan Net Position (Illustration): 1:12:15 Schedule of Employer Contributions: 1:13:14 Schedule of Funding Progress: 1:14:10 Evaluating Defined Benefit Pension Plans: 1:16:12 Employer Pension Accounting - Key Terms (Annual Required Contributions - ARC): 1:18:40 NPO - Net Present Obligation: 1:24:22 Annual Pension Cost: 1:24:27 Schedule of funding progress (Revisited): 1:25:21 Employer Pension Accounting - Key Terms (revisited): 1:28:00 Employer Pension Accounting - Expenditure / Expense: 1:28:54 Other Postemployment Benefits (OPEB): 1:33:47 Managing Investment Trust Funds and Pension Funds: 1:34:04 Polling Questions: 1:35:01 To receive additional updates regarding our library please subscribe to our mailing list using the following link: http://rbx.business.rutgers.edu/subscribe.html
https://wn.com/Government_Non_Profit_Accounting_Accounting_For_Fiduciary_Activities_Agency_Trust_Funds
Fiduciary funds:   Agency funds and trust funds FAR CPA exam governmental course

Fiduciary funds: Agency funds and trust funds FAR CPA exam governmental course

  • Order:
  • Duration: 11:50
  • Updated: 10 Jun 2017
  • views: 73
videos
Like us on Facebook: https://www.facebook.com/accountinglectures Visit the website where you can search using a specific term: http://www.farhatlectures.org/ Connect with Linked In: https://www.linkedin.com/in/mansour-farhat-cpa-cia-cfe-macc-2453423a/ Fiduciary funds, agency funds, trust funds, private-purpose funds, pension fund, investment trust funds, private-purpose trust funds
https://wn.com/Fiduciary_Funds_Agency_Funds_And_Trust_Funds_Far_Cpa_Exam_Governmental_Course
US-Gaap : GASB - Fiduciary Funds

US-Gaap : GASB - Fiduciary Funds

  • Order:
  • Duration: 1:18
  • Updated: 27 May 2016
  • views: 130
videos
Four types of Fiduciary funds are Pension Trust funds, Investment Trust funds, Private Purpose Trust funds and Agency funds. Pension trust funds are funds held in trust for payment of employee retirement and benefits. Investment trust funds are funds held in a trust when government is trustee. Private purpose trust funds are trust arrangements where principal remains intact and income generated is used for the benefits. Agency funds are funds held by government in a purely custodial capacity. Audio - Video by SSK Advisory Our Website : http://www.sskadvisory.com/ Subscribe to us YouTube on https://www.youtube.com/channel/UCAnTXIXnZH5vlnfxbbl47OQ?sub_confirmation=1 Like us on Facebook at https://www.facebook.com/SSKAdvisory Follow us on Twitter at https://twitter.com/AdvisorySsk
https://wn.com/US_Gaap_Gasb_Fiduciary_Funds
wayne lippman Fiduciary fund

wayne lippman Fiduciary fund

  • Order:
  • Duration: 2:46
  • Updated: 16 Dec 2015
  • views: 34
videos
Used to account for funds held by Govt entity as a Trustee or Agent Uses Accrual basis of accounting and Economic Resources measurement focus (2 Exceptions) Only Fund Statements are prepared by Fund Type Statement of Net Assets Statement of Changes in Fiduciary Net Assets Combining Statements
https://wn.com/Wayne_Lippman_Fiduciary_Fund
Retirement Plans: Last Week Tonight with John Oliver (HBO)

Retirement Plans: Last Week Tonight with John Oliver (HBO)

  • Order:
  • Duration: 21:30
  • Updated: 13 Jun 2016
  • views: 6723571
videos
Saving for retirement means navigating a potential minefield of high fees and bad advice. Billy Eichner and Kristin Chenoweth share some tips. Connect with Last Week Tonight online... Subscribe to the Last Week Tonight YouTube channel for more almost news as it almost happens: www.youtube.com/user/LastWeekTonight Find Last Week Tonight on Facebook like your mom would: http://Facebook.com/LastWeekTonight Follow us on Twitter for news about jokes and jokes about news: http://Twitter.com/LastWeekTonight Visit our official site for all that other stuff at once: http://www.hbo.com/lastweektonight
https://wn.com/Retirement_Plans_Last_Week_Tonight_With_John_Oliver_(Hbo)
Defining fiduciary

Defining fiduciary

  • Order:
  • Duration: 2:58
  • Updated: 14 Feb 2014
  • views: 8088
videos
If you've ever worked in finance or accounting, or tried to invest any money, you've probably come across the word "fiduciary." Understanding what a fiduciary is, and what their responsibilities are is important if you're risking your money, as this video explains.
https://wn.com/Defining_Fiduciary
The Impending Fiduciary Armageddon Of (Most) Mutual Fund Share Classes

The Impending Fiduciary Armageddon Of (Most) Mutual Fund Share Classes

  • Order:
  • Duration: 18:20
  • Updated: 22 Feb 2017
  • views: 592
videos
An "#OfficeHours with Michael Kitces" Periscope, looking at the impending fiduciary Armageddon of (most) mutual fund share classes. For further details, see https://www.kitces.com/blog/variable-annuity-mutual-fund-share-classes-ending-under-dol-fiduciary/
https://wn.com/The_Impending_Fiduciary_Armageddon_Of_(Most)_Mutual_Fund_Share_Classes
What is FIDUCIARY? FIDUCIARY meaning - FIDUCIARY definition - How to pronounce FIDUCIARY

What is FIDUCIARY? FIDUCIARY meaning - FIDUCIARY definition - How to pronounce FIDUCIARY

  • Order:
  • Duration: 3:31
  • Updated: 03 Oct 2016
  • views: 2059
videos
What is FIDUCIARY? FIDUCIARY meaning - FIDUCIARY pronunciation - FIDUCIARY definition - FIDUCIARY explanation - How to pronounce FIDUCIARY? Source: Wikipedia.org article, adapted under https://creativecommons.org/licenses/by-sa/3.0/ license. A fiduciary is a person who holds a legal or ethical relationship of trust with one or more other parties (person or group of persons). Typically, a fiduciary prudently takes care of money or other asset for another person. One party, for example a corporate trust company or the trust department of a bank, acts in a fiduciary capacity to the other one, who for example has entrusted funds to the fiduciary for safekeeping or investment. Likewise, asset managers—including managers of pension plans, endowments and other tax-exempt assets—are considered fiduciaries under applicable statutes and laws. In a fiduciary relationship, one person, in a position of vulnerability, justifiably vests confidence, good faith, reliance, and trust in another whose aid, advice or protection is sought in some matter. In such a relation good conscience requires the fiduciary to act at all times for the sole benefit and interest of the one who trusts. A fiduciary is someone who has undertaken to act for and on behalf of another in a particular matter in circumstances which give rise to a relationship of trust and confidence. —?Lord Millett, Bristol and West Building Society v Mothew A fiduciary duty is the highest standard of care at either equity or law. A fiduciary (abbreviation fid) is expected to be extremely loyal to the person to whom he owes the duty (the "principal"): such that there must be no conflict of duty between fiduciary and principal, and the fiduciary must not profit from his position as a fiduciary (unless the principal consents). The nature of fiduciary obligations differ among jurisdictions. In Australia, only proscriptive or negative fiduciary obligations are recognised, whereas in Canada fiduciaries can come under both proscriptive and prescriptive (positive) fiduciary obligations. In English common law, the fiduciary relation is an important concept within a part of the legal system known as equity. In the United Kingdom, the Judicature Acts merged the courts of equity (historically based in England's Court of Chancery) with the courts of common law, and as a result the concept of fiduciary duty also became applicable in common law courts. When a fiduciary duty is imposed, equity requires a different, stricter, standard of behavior than the comparable tortious duty of care at common law. The fiduciary has a duty not to be in a situation where personal interests and fiduciary duty conflict, not to be in a situation where his fiduciary duty conflicts with another fiduciary duty, and a duty not to profit from his fiduciary position without knowledge and consent. A fiduciary ideally would not have a conflict of interest. It has been said that fiduciaries must conduct themselves "at a level higher than that trodden by the crowd" and that "he distinguishing or overriding duty of a fiduciary is the obligation of undivided loyalty".
https://wn.com/What_Is_Fiduciary_Fiduciary_Meaning_Fiduciary_Definition_How_To_Pronounce_Fiduciary
HighTower Whiteboard Animation: Brokers vs. Fiduciaries

HighTower Whiteboard Animation: Brokers vs. Fiduciaries

  • Order:
  • Duration: 2:33
  • Updated: 16 Mar 2012
  • views: 132076
videos
Investors are taking a hard look at the people managing their money. Elliot S. Weissbluth, the CEO of HighTower, has been a visionary on this issue for over a decade. In this whiteboard video, Elliot cleverly explains the difference between brokers and fiduciaries and sheds light on the issues surrounding the industry. http://hightoweradvisors.com/ Securities offered through HighTower Securities, LLC, Member FINRA/SIPC/MSRB, HighTower Advisors, LLC is a SEC registered investment adviser.
https://wn.com/Hightower_Whiteboard_Animation_Brokers_Vs._Fiduciaries
Government Funds

Government Funds

  • Order:
  • Duration: 25:10
  • Updated: 16 Jul 2015
  • views: 2461
videos
Please like our Facebook page at https://www.facebook.com/rutgersweb To watch the entire video, go to https://www.youtube.com/watch?v=ThRGdw2NiR4 Video Summary: After giving a brief overview of the learning objectives of the chapter, the measurement focus is outlined (including the difference between operational and fiscal accountability). The modified accrual basis of accounting and accrual basis of accounting are also compared and contrasted. Following that, the primary activities of the government are discussed as well as the two basic sets of financial statements involved (government-wide and fund financial statements). Funds are also defined, as well as the different categories of funds (governmental funds, proprietary funds, and fiduciary funds) - however, governmental funds are focused on the most during this lecture. Lastly, the dual effect of capital and related transactions is explained (including in-depth journal entries). To receive additional updates regarding our library please subscribe to our mailing list using the following link: http://rbx.business.rutgers.edu/subscribe.html
https://wn.com/Government_Funds
Fiduciary Accountings 101

Fiduciary Accountings 101

  • Order:
  • Duration: 18:23
  • Updated: 16 Mar 2012
  • views: 2030
videos
A lightning tour through the nuts & bolts of fiduciary accounting preparation by Martin Harris of Harris Fiduciary Services, San Francisco's fiduciary/probate court accounting expert.
https://wn.com/Fiduciary_Accountings_101
Tony Robbins on the Fiduciary Rule

Tony Robbins on the Fiduciary Rule

  • Order:
  • Duration: 0:59
  • Updated: 07 Mar 2017
  • views: 1925
videos
NYT Best-selling author, entrepreneur and philanthropist Tony Robbins discusses implementing the Department of Labor's "Fiduciary Rule" and why investors shouldn't rely on it anyway. Read more: Tony Robbins on the Fiduciary Rule - Video | Investopedia http://www.investopedia.com/video/play/tony-robbins-fiduciary-rule/
https://wn.com/Tony_Robbins_On_The_Fiduciary_Rule
The Rise of the Fiduciary State: A Survey of Sovereign Wealth Fund Research

The Rise of the Fiduciary State: A Survey of Sovereign Wealth Fund Research

  • Order:
  • Duration: 31:24
  • Updated: 21 Aug 2016
  • views: 72
videos
Prof. William L. Megginson (University of Oklahoma) presenting his paper at the ECGI Asia conference in Tokyo, Japan. To access the slides for this presentation, click here: http://www.ecgievents.org/#!ecgi-asia-dialogue/n1gg6
https://wn.com/The_Rise_Of_The_Fiduciary_State_A_Survey_Of_Sovereign_Wealth_Fund_Research
How Graham got fiduciary management right

How Graham got fiduciary management right

  • Order:
  • Duration: 5:26
  • Updated: 26 May 2016
  • views: 141
videos
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
Overview of Fiduciary Funds

Overview of Fiduciary Funds

  • Order:
  • Duration: 2:56
  • Updated: 28 May 2017
  • views: 2
videos
In this video, fiduciary funds are discussed.
https://wn.com/Overview_Of_Fiduciary_Funds
The pros and cons of fiduciary management for UK pension schemes

The pros and cons of fiduciary management for UK pension schemes

  • Order:
  • Duration: 5:27
  • Updated: 04 Jan 2010
  • views: 627
videos
How should investments in an occupational pension scheme be run? Should trustees oversee the decisions of fund managers, or should trustees delegate to a fiduciary manager who is entrusted to make decisions about markets on a daily or weekly basis. Kerrin Rosenberg, chief executive of Cardano UK argues for fiduciary management, Richard Graham head of UK institutional business at Baring Asset Management argues against.
https://wn.com/The_Pros_And_Cons_Of_Fiduciary_Management_For_UK_Pension_Schemes
Governmental Accounting: Fiduciary Funds Part 1 of 4

Governmental Accounting: Fiduciary Funds Part 1 of 4

  • Order:
  • Duration: 9:58
  • Updated: 14 Sep 2014
  • views: 736
videos
Accounting for Governmental Fiduciary Activities [Somali] by Muhammad Ali Farah from the University of Burao. Please LIKE this video and subscribe to my channel
https://wn.com/Governmental_Accounting_Fiduciary_Funds_Part_1_Of_4
CSA to conduct further study on fees and statutory fiduciary duty

CSA to conduct further study on fees and statutory fiduciary duty

  • Order:
  • Duration: 3:18
  • Updated: 14 Jan 2014
  • views: 1334
videos
On December 2013, the Canadian Securities Administrators (CSA) issued two status reports regarding consultations on mutual fund commissions and statutory fiduciary duty. While Advocis is encouraged by the CSA's decision to further investigate the merits of these reforms, threats of a commissions ban and statutory fiduciary duty still loom. Please view this important video message from Advocis President and CEO Greg Pollock.
https://wn.com/Csa_To_Conduct_Further_Study_On_Fees_And_Statutory_Fiduciary_Duty
John Bogle: Investing in Index Funds and Vanguard

John Bogle: Investing in Index Funds and Vanguard

  • Order:
  • Duration: 58:46
  • Updated: 19 Jan 2017
  • views: 32398
videos
An interview with John C. Bogle, the founder and former CEO of The Vanguard Group. In this interview John discusses actively managed funds and index, arguing why index are superior. John also covers what the non professional should do with his money to get the best investment. Like if you enjoyed Subscribe for more:http://bit.ly/InvestorsArchive Follow us on twitter:http://bit.ly/TwitterIA Video Segments: 0:00 Introduction 0:24 What was Vanguard like in 1974? 4:23 Are there people trying to confuse others? 5:26 Diminishment of long term investing 6:36 Anything good about trading? 7:09 What motivating high turnover in portfolio? 8:23 Any active managers doing the right thing? 10:53 How does a index fund work? 12:25 Is weighting by capitalisation a bad idea? 15:14 How many funds should a individual own? 20:09 Are you 84% in bonds? 22:30 Financial advice business 28:10 Fiduciary vs Salesman 32:44 When should a individual buy stocks 38:56 Have you ever bought individual stocks? 39:52 Appropriate amount of time to hold a bad investment 42:44 When should someone own a load fund? 44:00 Unified fiduciary standard? 46:11 Cultural features of Vanguard? 51:11 Lessons in succession 52:51 Optimistic for the future of Vanguard? 55:52 How are you spending your time now? Interview Date: 19th November 2013 Event: Motley Fool Special Interview Original Image Source:http://bit.ly/JCBogle Investors Archive has videos of all the Investing/Business/Economic/Finance masters. Learn from their wisdom for free in one place. For more check out the channel. Remember to subscribe, share, comment and like! No advertising.
https://wn.com/John_Bogle_Investing_In_Index_Funds_And_Vanguard
Consumer Alert: DOL Fiduciary Rule

Consumer Alert: DOL Fiduciary Rule

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  • Duration: 7:22
  • Updated: 22 Mar 2017
  • views: 166
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The DOL Fiduciary Rule is helpful but falls well short of eliminating conflicts of interest and protecting investors. Top annuity lies: http://investingadvicewatchdog.com/annuity-lies.html Robo-Advisor https://www.blackrock.com/wte/core-builder/us?refType=fi Robo-Advisor https://personal.vanguard.com/us/funds/tools/recommendation?reset=true This video is not intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy, hold or sell, or as an endorsement, of any company, security, fund, product or other offering. Always hire and consult with a fee-only fiduciary professional. In other words you are responsible for your own actions -- Not me.
https://wn.com/Consumer_Alert_Dol_Fiduciary_Rule
CPAR GOV/NFP: Government Reporting - From Going Concern to Fiduciary Funds

CPAR GOV/NFP: Government Reporting - From Going Concern to Fiduciary Funds

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  • Duration: 1:49
  • Updated: 06 Apr 2017
  • views: 10
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CPAR Gov/NFP Vol 2017 No.1 Segment 1 Warren Ruppel on GASB 84 and Reporting a Fiduciary Activity As the Governmental Accounting Standards Board unveils the first phase of its project designed to improve the financial reporting model, it is time to appraise what steps the standard setter should take to improve the existing format and content of financial statements. In our opening segment, Warren Ruppel - a partner in the firm of Marks Paneth LLP as well as the author of "Wiley's GAAP or Governments" - evaluates GASB's current agenda and its recent guidance, including going concern disclosures to fiduciary activities. Learn more about this course at https://ecampus.smartpros.com/modules/Catalog/CourseDetails.aspx?CourseGroupID=2491&productgroupid=19375
https://wn.com/Cpar_Gov_Nfp_Government_Reporting_From_Going_Concern_To_Fiduciary_Funds
Fiduciary Duty and Passive Investing

Fiduciary Duty and Passive Investing

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  • Duration: 1:29
  • Updated: 27 Oct 2016
  • views: 26
videos
http://www.painlessfinancialtraininggroup.ca/ Directors are being sued, in the USA, for paying too much for too little investment advice when investing their organizations funds. Granted, this is the US where lawsuits are far more common, but what happens in the US does have an impact on Canada. The crux of the latest issue comes back to passive investing. If your group can get the market rate of return with an index fund then your advisors better be able to show that the fees you pay directly lead to making more money. If not, then the stakeholders have a point about the directors not satisfying their fiduciary duty. A wise director does not overpay when they are responsible for other people’s money. So take a look at how you are paying for advice and be sure that you could justify the cost to your stakeholders.
https://wn.com/Fiduciary_Duty_And_Passive_Investing