An interview with Dr. Rui Yao, Associate Professor at Department of Personal Financial Planning at the University of Missouri, who was a speaker at INSIGHTS 2016. We spoke with Dr. Yao about her conference session, To retire or not to retire? - Does market performance provide an answer?
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.
Wednesday, June 29, 2016
fi360 Fiduciary Talk 19: Executive Summary of the DOL’s Fiduciary Rule
Blaine Aikin and Duane Thompson provide an overview of the DOL’s fiduciary rule, including what’s in the rule, how it impacts advisors, and the implementation timeline.
fi360 Fiduciary Talk 18: Interview with Fred Reish
Blaine Aikin interviews ERISA attorney Fred Reish of the Drinker Biddle law firm on the DOL’s fiduciary rule. Recorded at fi360’s INSIGHTS 2016 conference
fi360 Fiduciary Talk 17: Interview with Eugene Maloney
Blaine Aikin interviews Gene Maloney of Federated Investors on the DOL’s fiduciary rule and the current fiduciary landscape. Recorded at fi360’s INSIGHTS 2016 conference.
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