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William Fender
Denver, Colorado
investment management
duties and responsibilities of fiduciaries
suitability requirements
investment products
investment strategies
financial markets
investment market history
financial services providers
financial institutions
prudent investment practices
fiduciary standards
financial services industry standards of care
Uniform Prudent Investor Act (UPIA)
Employee Retirement Income Security Act of 1974 (ERISA)
Uniform Prudent Management of Institutional Funds Act (UPMIFA)
Investment Advisers Act of 1940
Office of the Comptroller of the Currency Regulations
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