Wednesday, December 30, 2015

fi360 Fiduciary Talk 11: The SEC and Swing Pricing

fi360 Fiduciary Talk 11: The SEC and Swing Pricing

In this session, fi360 Executive Chairman Blaine Aikin and Senior Policy Analyst Duane Thompson will analyze the SEC's recent rule on Swing Pricing and discuss its immediate impact.

Thursday, December 17, 2015

fi360 Fiduciary Talk 10: QDIAs and the Challenges Facing Plan Sponsors

fi360 Fiduciary Talk 10: QDIAs and the Challenges Facing Plan Sponsors

In this session, fi360 CEO Blaine Aikin and Senior Policy Analyst Duane Thompson will take a look at a recent GAO report and discuss the challenges that Plan Sponsors face when selecting QDIAs.


Friday, December 4, 2015

fi360 Fiduciary Talk 9: A look back at 2015

fi360 Fiduciary Talk 9: A look back at 2015

In this session, fi360 CEO Blaine Aikin and Senior Policy Analyst Duane Thompson will take a trip down memory lane and discuss the top fiduciary stories that impacted financial advisors and the future of investment advice in 2015.