Wednesday, June 29, 2016

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.

Friday, March 11, 2016

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.

Wednesday, February 24, 2016

fi360 Fiduciary Talk 15: SEC Retirement Targeted Industry Reviews and Examinations Initiative

fi360's Executive Chairman Blaine Aikin and fi360's Senior Policy Analyst Duane Thompson review SEC Retirement Targeted Industry Reviews and Examinations Initiative

fi360 Fiduciary Talk 14: Class Action Lawsuits Against Fiduciary and 401(k) Plans

fi360's Senior Policy Analyst Duane Thompson and fi360's Executive Chairman Blaine Aikin looks at the recent wave of class action lawsuits against fiduciary and 401(k) plans.