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
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.
Tuesday, July 5, 2016
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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