Collective Investment Trusts (CITs) have been capturing lots of attention and assets lately. CITs offer retirement plan fiduciaries an attractive, generally lower-cost, alternative to mutual funds. CITs have also caught the attention of regulators and litigators. Plan fiduciaries and investment fiduciary advisors need to be well versed in CITs and how to evaluate them. In this podcast, fi360 Executive Chairman Blaine Aikin and Chief Product & Strategy Officer John Faustino discuss how CITs work, trends relating to CITs that will be important for investment fiduciaries to follow, and how to think about them when conducting due diligence.
Thursday, July 28, 2016
Tuesday, July 5, 2016
fi360 Fiduciary Talk 32: Reverse Churning and How the DOL Addresses the Problem Under the New DOL Rule
What is Reverse Churning? This is the opposite of excessive trading in a brokerage account. These are illegal practices that pad an unethical advisors wallet. Reverse Churning occurs when an advisor places the clients assets in an advisory account, and charges an on going management fee and they get paid for not providing enough services that justify that compensation that comes in on that fee fee basis.
fi360 Fiduciary Talk 31: DOL Rule a Cultural Perspective - Sales vs Advisory Approach
Sales and advisory organizations are fundamentally different. That is the premise of the Labor Department's new conflict-of-interest rule. They have different priorities, which shape the culture and practices that exist in each. Consequently, they must be regulated differently and should be distinguishable to the public.
fi360 Fiduciary Talk 30: An interview with Sheri Fitts, President at Shoe Fitts Marketing
An interview with Sheri Fitts, President at Shoe Fitts Marketing, who was a speaker at INSIGHTS 2016. We spoke with Sheri about her conference session, Your Brand, Your Business, Your Bottomline.
fi360 Fiduciary Talk 29: An interview with Scott Reed, CEO at Hardy Reed
An interview with Scott Reed, CEO at Hardy Reed, who was a speaker at INSIGHTS 2016. We spoke with Scott about his conference session, Devil or Angel: Is There Profit in Working with Non-Profits?
fi360 Fiduciary Talk 28: An interview with Gary Sutherland, CEO of NAPLIA, and Paul Smith, SVP of NAPLIA
An interview with Gary Sutherland, CEO of NAPLIA, and Paul Smith, SVP of NAPLIA, who were speaker at INSIGHTS 2016. We spoke with Gary and Paul about their conference session, What You Need to Know About Cybersecurity.
fi360 Fiduciary Talk 27: An interview with Mike Phillips, Chief Scientist & CEO at MacroRisk Analytics
An interview with Mike Phillips, Chief Scientist & CEO at MacroRisk Analytics, who was a speaker at INSIGHTS 2016. We spoke with Mike about his conference session, Portfolio Optimization Strategy: Matching Models with Time Horizons
fi360 Fiduciary Talk 26: An interview with Mary Kathryn Campion, President at Champion Capital Research
An interview with Mary Kathryn Campion, President at Champion Capital Research, who was a speaker at INSIGHTS 2016. We spoke with Mary Kathryn about her conference session, Organize 'TMI' and Improve Portfolio Risk Management
fi360 Fiduciary Talk 25: An interview with Eric Roberge, President at Beyond Your Hammock
An interview with Eric Roberge, President at Beyond Your Hammock, who was a speaker at INSIGHTS 2016. We spoke with Eric about his conference session, Engaging Millennials - The Rubik's Cube of Financial Planning.
fi360 Fiduciary Talk 24: An interview with David Bromelkamp, President/CEO at Allodium
An interview with David Bromelkamp, President/CEO at Allodium, who was a speaker at INSIGHTS 2016. We spoke with David about his conference session, Fiduciary Investment Management for Trusts: How to Use Questions to Help Trustees.
fi360 Fiduciary Talk 23: An interview with Brian Edelman, CEO at Finanical Computer Inc, who was a speaker at INSIGHTS 2016.
An interview with Brian Edelman, CEO at Finanical Computer Inc, who was a speaker at INSIGHTS 2016. We spoke with Brian about his conference session, What You Need to Know About Cybersecurity.
fi360 Fiduciary Talk 22: The DOL’s Multi-Year Study on Retirement Saving
In late February, the DOL announced a multi-year study that would track data on the retirement savings of Americans. In this episode, fi360 Executive Chair Blaine Aikin and Senior Policy Analyst Duane Thompson discuss why this proposal drew criticism from opponents of the DOL’s fiduciary rule and what benefit the DOL can derive from the study.
fi360 Fiduciary Talk: fi360 Executive Chair Blaine Aikin interviews OWLshares co-founder and CEO Ben Webster.
fi360 Executive Chair Blaine Aikin interviews
OWLshares co-founder and CEO Ben Webster. OWLshares is the first brand of exchange traded funds (ETFs) that focus on impact and environmental, social & governance (ESG) metrics.
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