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.

fi360 Fiduciary Talk 20: An interview with Dr. Rui Yao, who was a speaker at INSIGHTS2016 Conference.

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?

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.

fi360 Fiduciary Talk 16: The Political Climate and the Presidential Politics from a Fiduciary Perspective and the Regulators

Executive Chairman Blaine Aikin and Senior Policy Analyst Duane Thompson talks about the political climate and the presidential politics from a fiduciary perspective and the regulators.