Tuesday, July 5, 2016

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.