The fi360 article competition is a chance for AIF® and AIFA® designees to showcase their position as thought leaders on fiduciary issues in the investment industry. Articles submitted will become part of the collective knowledge available to the fiduciary community as a Resource of fi360.com, with a winning article to be recognized each year at the fi360 Conference.

2011 Article Competition

The 2011 Article Competition is underway. If you are an AIF or AIFA designee and would like to submit an article for the 2011 competition, log in to the Designee Portal for more information.

Prizes:
All accepted submissions will be available on fi360.com along with bio and contact information for the author and be eligible to appear on the site of our article competition media partner, Wealth Manager.

The author of the article chosen by fi360 and Wealth Manager to be the most outstanding article of the year will be awarded a $1,000 cash prize and be featured on WealthManagerWeb.com.

Congratulations to 2010 Article Competition winner Andy Rice!

In addition to winning the competition and $1,000 prize, the article was published as an Other Voices column in the January 31, 2010 issue of InvestmentNews.

Andy's article, "Roth Conversions: The Gamble of a Lifetime," argues that the case for investors to take advantage of the 2010 Roth IRA conversion opportunity isn't as clear cut as some would make it out to be. The uncertainty associated with some of the variables and assumptions make the decision to convert too much of a gamble for many investors. The article was chosen for best fulfilling our primary criteria of focusing on helping fiduciaries better understand and perform their roles. Specifically, the article stresses the importance of considering the whole picture of a beneficiary's investment profile and weighting short-term benefits against long-term interest. In addition, the article is a call to make the decision for the best interest of each client, rather than as a sales opportunity.

The rest of the submissions for 2010 can be viewed on the 2010 Article Competition page.