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Article Competition
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. These articles focus on helping fiduciaries better understand and perform their roles. Our designees are the leaders in fiduciary thought and this competition allows us to foster that thought and make it available to a broader audience.
The submission period for the 2010 Article Competition is now closed. We will be announcing the winner of the $1,000 prize at the 2010 fi360 Conference in Orlando. If you would like to submit your feedback, please send an email to resources@fi360.com by the end of March to be considered in the judging process.
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 for public viewing along with bio and contact information for the author. Fi360 also will provide assistance in attempting to have articles published in industry publications and other promotional assistance.
The author of the article chosen by fi360 to be the most outstanding article of the year will be awarded a $1,000 cash prize.
Submissions:
Fiduciary law: Where does it come from?
AIFA designee Keith Loveland of Loveland Consulting looks at the history of fiduciary law dating back more than 3,000 years.
Submit your feedback on this article here.
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Roth conversions: The gamble of a lifetime
AIF designee Andy Rice of Money Management Services in Birgmingham, AL, looks at why the 2010 Roth Conversion isn't such a good idea for investors and why a fiduciary would have a hard time recommending it to a client.
Submit your feedback on this article here.
UPDATE: Rice's article has been published in InvestmentNews' Other Voices section.
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Marotta on Money
AIF designee David John Marotta of Marotta Wealth Management in Charlottesville, VA, authored the following articles as part of his Marotta on Money series.
Submit your feedback on any of these articles here.
UPDATE: Marotta's articles have been published in Charlottesville, VA's The Daily Progress.
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| AIF designee John Sullivan of World Equity Group in Arlington Heights, IL, has three submissions for this year's article competition:
Submit your feedback on any of these articles here.
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401(k) plans: The Lake Wobegone Effect
AIFA designee Roger Levy of Cambridge Financial Services Group in Greenwich, CT, authored this article that argues that participant-direction doesn't work for retirement plans and instructs on how to convert to a trustee-directed plan.
UPDATE: Levy's article has been published in SMB Human Resources, read the article here.
Submit your feedback on any of these articles here.
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