fi360 Fiduciary Talk 6: Auto-IRAs: Taxes and Fiduciary Liability
In this session, fi360 CEO Blaine Aikin and Senior Policy Analyst Duane Thompson will dive into the pending federal legislation on Auto-IRAs and explore the potential impact it may have on companies and retirement savers.
The Fiduciary Talk podcast series centers around pertinent industry topics and provides important overviews of what’s happening in regulation, in the marketplace, and technology to affect the standard of care for investment advice. The podcasts are a great way to get up-to-date on current trends and receive helpful insights from subject matter experts at Fi360 and from across the financial industry.
Thursday, September 24, 2015
Thursday, September 10, 2015
fi360 Fiduciary Talk 5: Public Officials: Fiduciary or not?
fi360 Fiduciary Talk 5: Public Officials: Fiduciary or not?
fi360 CEO Blaine Aikin and Senior Policy Analyst Duane Thompson will explore a "squishy" topic and discuss whether or not public officials can be deemed fiduciaries.
fi360 CEO Blaine Aikin and Senior Policy Analyst Duane Thompson will explore a "squishy" topic and discuss whether or not public officials can be deemed fiduciaries.
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