Our educational webinars address recent industry developments or specific topics related to fiduciary responsibility. They offer opportunities for interaction between the audience and the presenters, who are fi360 staff or other industry thought-leaders.
Live attendance is eligible for one hour of CE for the AIF®, AIFA®, and PPC™ Designations. CE credit may also apply for the CFP® Certification, when indicated. Each individual wishing to receive CE credit for any credential must register for and login to the session individually so that we have a record of your attendance. Recorded videos of previous webinars are available for viewing below. AIF and AIFA Designees must access archived webinars through the Designee Portal in order to receive CE credit. If you have any questions, please email email@example.com.
Details surrounding the June webinar will be announced shortly.
Rethinking Target Date Funds: Who Needs Them and How to Compare Them
Blaine F. Aikin, AIFA®, CFA, CFP®, AIF® , Executive Chairman of fi360
Date: Tuesday, May 24 2016 from 3:00 p.m. - 4:00 p.m. ET
Description: Despite the success of Target Date Funds in attracting participant assets in 401(k) plans, fiduciary advisors are decidedly unhappy with the tools available to perform TDF due diligence. Glide paths are hard to characterize and difficult to compare from a prudence perspective. The quality of underlying funds, or sub-asset classes, can change over the course of time, as does the asset allocation of the portfolio. The number of relevant due diligence factors and the lack of stability in the data over time makes the selection and monitoring of TDFs challenging for fiduciary advisors.
Due diligence analysis becomes increasingly important as TDFs dominate inflows under the DOL’s Qualified Default Investment Alternative (QDIA) safe harbor and continue to increase market share in defined contribution plans.
This webinar examines current thinking in the field of TDF due diligence and offers an alternative way to think about who should use TDFs, who shouldn’t, how to educate clients about them, and how fiduciary advisors should compare them in the due diligence process.
The DOL’s Fiduciary Rule: What’s in it and what does it mean for advisors?
Blaine F. Aikin, AIFA®, CFA, CFP®, AIF®, CEO of fi360
Duane Thompson, AIFA® Senior Policy Analyst at fi360
Date: Monday, April 11, 2016 from 11:00 a.m. - 12:00 p.m. ET
The DOL’s Fiduciary Rule has officially been released and fi360 is working quickly to analyze the rule and let you know what it means to you.
Join us for a live webinar from 11:00 a.m. – 12:00 p.m. ET on Monday, April 11 as fi360 Executive Chairman Blaine Aikin and Senior Policy Analyst Duane Thompson cover what’s in the rule, if it includes any surprises since the final rule proposal, and how it will impact advisors and service providers going forward.