Tweaks to final DOL fiduciary rule help ease implementation without sacrificing core principles
Posted by Blaine F. Aikin, fi360 Chief Executive Chairman on April 14, 2016
April 6, 2016 was a transformational day in the history of financial services regulation. After more than five years in the making, the DOL's fiduciary rule was released.
fi360 Fiduciary Talk 16: The Political Climate and the Presidential Politics from a Fiduciary Perspective and the Regulators
Posted by fi360 on March 11, 2016
Executive Chairman Blaine Aikin and Senior Policy Analyst Duane Thompson talks about the political climate and...
Document Your Best Intentions
Posted by Ryan Lynch, AIF®, Client Success Expert on March 08, 2016
In 11/22/63, Stephen King’s hero, Jake Epping, is a high school teacher turned time-traveler. Having been shown a tear in the fabric of spacetime by Al, proprietor of the eponymous local...
This Business is Personal
Posted by Robin Green, Ann Schleck & Company on March 02, 2016
I’m endlessly curious about the retirement plan industry and, fortunately, spend my time talking with the market about what works...
fi360 Fiduciary Talk 15: SEC Retirement Targeted Industry Reviews and Examinations Initiative
Posted by fi360 on February 24, 2016
fi360's Executive Chairman Blaine Aikin and fi360's Senior Policy Analyst Duane Thompson review SEC Retirement...
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