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Q&A on the DOL's Fiduciary Rule: Is this covered?

Posted by Duane Thompson on May 18, 2016 in

A few weeks ago, we presented webinars covering the DOL’s recently released fiduciary rule. A recording of that webinar is now available. During that webinar we received over 80 questions. We were not able to answer all of those during the one hour session, but we have compiled and answered them here. The questions are categorized, and we will do separate blog posts to address all of the questions within a given category. These questions are not comprehensive of the rule, they only address the questions that were submitted. Think of them as an addendum to the webinar. For...

Q&A on the DOL's Fiduciary Rule: Is this covered?

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Podcast: Talk 26 - An interview with Mary Kathryn Campion, President at Champion Capital Research, who was a speaker at INSIGHTS 2016

Posted by on May 18, 2016 in

We spoke with Mary Kathryn about her conference session, Organize 'TMI' and Improve Portfolio Risk Management.

Podcast: Talk 26 - An interview with Mary Kathryn Campion, President at Champion Capital Research, who was a speaker at INSIGHTS 2016

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1st Quarter 2016 Markets in Review

Posted by Matthew Wolniewicz, Chief Revenue Officer, fi360 Inc. on May 17, 2016 in

1st Quarter 2016 Markets in Review

1st Quarter 2016 Markets in Review

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7 Actions to Demonstrate Compliance Following the DOL Fiduciary Rule:

Posted by Blaine F. Aikin, Executive Chairman, fi360 Inc. on May 17, 2016 in

Sales and advisory organizations are fundamentally different. That is the premise of the Labor Department's new conflict-of-interest rule. They have different priorities, which shape the culture and practices that exist in each. Consequently, they must be regulated differently and should be distinguishable to the public.

7 Actions to Demonstrate Compliance Following the DOL Fiduciary Rule:

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Podcast: Talk 25 - An interview with Eric Roberge, President at Beyond Your Hammock, who was a speaker at INSIGHTS 2016

Posted by on May 11, 2016 in

We spoke with Eric about her conference session, Engaging Millennials - The Rubik's Cube of Financial Planning.

Podcast: Talk 25 - An interview with Eric Roberge, President at Beyond Your Hammock, who was a speaker at INSIGHTS 2016

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