fi360 Fiduciary Talk 3: Monitoring an Annuity Provider: How much is enough?

fi360 Fiduciary Talk 3: Monitoring an Annuity Provider: How much is enough?
fi360 CEO Blaine Aikin and Senior Policy Analyst Duane Thompson will explore the extent to which a plan fiduciary must monitor an annuity provider that has been selected for a plan and they'll discuss "How much is enough?"

fi360 Fiduciary Talk 2: Conflicts of Interest: What's a Fiduciary Advisor To Do?

fi360 Fiduciary Talk 2: Conflicts of Interest: What's a Fiduciary Advisor To Do?
fi360 CEO Blaine Aikin and Senior Policy Analyst Duane Thompson focus on an interesting issue that faces the SEC when it turns to drafting a fiduciary standard for brokers and advisors – and that is how to manage conflicts of interest when the fiduciary advisor has only proprietary products or a limited range of investments to sell.

fi360 Fiduciary Talk 1: Tibble v. Edison: What's the Impact?

fi360 Fiduciary Talk 1: Tibble v. Edison: What's the Impact?
fi360 CEO Blaine Aikin and Senior Policy Analyst Duane Thompson discuss the recent Tibble v. Edison rule and its potential impact on the industry.