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?
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.
Wednesday, June 29, 2016
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.
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