Skip to Content

Podcast: Talk 21 - fi360 Executive Chair Blaine Aikin interviews OWLshares co-founder and CEO Ben Webster.

Posted by on May 02, 2016 in

fi360 Executive Chair Blaine Aikin interviews OWLshares co-founder and CEO Ben Webster. OWLshares is the first brand of exchange traded funds (ETFs) that are focused on the Private Equity, Real Asset, and Impact genres. Recorded live at INSIGHTS 2016.

Podcast: Talk 21 - fi360 Executive Chair Blaine Aikin interviews OWLshares co-founder and CEO Ben Webster.

Permalink | Comments (0)     

Podcast: Talk 20 - 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.

Posted by on May 02, 2016 in

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?

Podcast: Talk 20 - 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.

Permalink | Comments (0)     

Podcast: Talk 19 - Executive Summary of the DOL’s Fiduciary Rule

Posted by on May 02, 2016 in

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.

Podcast: Talk 19 - Executive Summary of the DOL’s Fiduciary Rule

Permalink | Comments (0)     

Follow up Q&A from our DOL rule webinars: Plan Sponsor Responsibilities

Posted by Duane Thompson on April 29, 2016 in Fiduciary Excellence Regulatory Update

Two 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 a...

Follow up Q&A from our DOL rule webinars: Plan Sponsor Responsibilities

Permalink | Comments (0)     

Follow up Q&A from our DOL rule webinars: Plan Services

Posted by Duane Thompson on April 27, 2016 in

Two weeks ago, we presented two webinars on consecutive days 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 during the week 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...

Follow up Q&A from our DOL rule webinars: Plan Services

Permalink | Comments (0)     

Back to top