Hawkins declares 2008 as Year of Service
A GuideStone funds press release that includes a citation of their fund family fiduciary ranking.
View this article at guidestone.org
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Help Wanted: What the PPA's fiduciary adviser rule means for advisers
COO Rich Lynch is quoted in PlanAdviser magazine's article about how the Pension Protection Act has affected advisers.
View the article at planadviser.com.
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New Disclosure Regimen
CEO Blaine Aikin writes in Financial Planning magazine about new ERISA 408(b)(2) disclosure requirements. |
Are best practices enough?
CEO Blaine Aikin's newest Fiduciary Corner column focuses on the differences between risk and uncertainty and two new best practices reports from the President's Working Group on Financial Markets.
View the article at InvestmentNews.com.
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John Atkinson: Qualifications needed for advisers
An article from New Zealand about the clarity provided by fi360 and CEFEX for understanding fiduciary obligations. |
A warning light for fiduciaries
CEO Blaine Aikin's newest Fiduciary Corner column focuses on what advisers can do to protect themselves from litigation.
View the article at InvestmentNews.com.
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May 12, 2008
A duty to monitor proxy voting |
Out of Stock? PPA ups the ante on educating workers about 401(k) assets in company stock
Fi360 CEO Blaine Aikin is interviewed in this article on company stock in 401(k) plans.
View the article at Employee Benefit News online.
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April 14, 2008
Paulson's plan forgot the investors |
March 17, 2008
DOL proposes full disclosure plan |
February 18, 2008
Lessons from a French scandal |
February 1, 2008
The SRI fiduciary cop-out (Round 2) |
January 1, 2008
The SRI fiduciary cop-out (Round 1) |
January 21, 2008
Plan sponsors are avoiding a safe harbor |
Shining a light on software
This article from Investment Advisor magazine provides a description of fi360 Tools alongside other industry-leading software for picking and monitoring clients' investments.
View the article at investmentadvisor.com
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Are you certifiable?
Article about the importance of fi360's fiduciary Practices and CEFEX Certification as regulators turn up the heat on the planning industry.
View the article at financial-planning.com
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The New Fiduciaries: LPL and Fiduciary360 educate advisors on retirement consulting in the PPA era.
Article focuses on the partnership between LPL and fi360, and what it means within the changing nature of investment advice.
View the article at financial-planning.com
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December 3, 2007
PPA supports new business models |
November 5, 2007
On being a leader and a fiduciary |
October 12, 2007
Read fi360 and CEFEX's letter and comments to the CFA Institute regarding their proposed Code of Conduct for Members of a Pension Scheme Governing Body |
October 8, 2007
Tax changes mean fiduciary issues |
September 17, 2007
Hedge funds present fiduciary hurdles |
September 10, 2007
The computer-driven advice module |
July 23, 2007
QDIAs – The Investment Advisor’s Role, Part 2 |
June 4, 2007
QDIAs – The Investment Advisor’s Role, Part 1 |
May 7, 2007
You Can’t Afford to Turn a “Blind Eye” When Your Client Is a Fiduciary |
April 9, 2007
Ruling acknowledges emergence of an industry. |
March 26, 2007
Fees and expenses: It's about fiduciary responsibility, baby! |
Movers & shakers 2007
Don Trone was recently named one of eight "Movers & shakers" in the financial planning industry by Financial Planning magazine.
View this article at financial-planning.com
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Who are the 401(k) industry's most influential?
Don Trone is named one of the five most influential people in the 401(k) industry by The 401(k) Wire, a list headed by friend of fi360, Fred Reish.
View this article at 401kwire.com
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February 26, 2007
Fiduciary show and tell: What does it take to be one? |
Fiduciary Designations Enhance Planning Career
AIFA designee Jerry and Melissa Sais write about the AIF and AIFA designations for Investopedia.
View this article at investopedia.com
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November 6, 2006
The importance of setting the fiduciary "tone at the top." |
October 9, 2006
Understanding ERISA's safe-harbor requirements |
August 21, 2006
The time may be right for the "fiduciary only" adviser |
AIF named one of Ten Most Wanted designations
Financial Planning magazine has announced that the AIF designation is one of the ten most sought-after professional designations. The AIF is ranked right alongside the CPA, CFA, CIMA, and CFP® designations.
View this article at financial-planning.com
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Don Trone named to IA25 for second straight year
Investment Advisor magazine announced its 2006 Top 25 Most Influential People in the investment advisory industry. For the second straight year, this list includes fi360 CEO Don Trone.
View this article at InvestmentAdvisor.com
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July 25, 2005
Knowing how to do due diligence is crucial |
April 19, 2005
What Starts as Strategy Must Be Translated Into Reality |
March 23, 2005
Fiduciary Practices Associated with Optimizing the Asset Mix |
March 14, 2005
“Everything should be made as simple as possible, but not simpler.” |
February 10, 2005
The Poorly Regulated Profession |
December 13, 2004
“Maginot Mentality” - Why Regulators Often Fail to Protect the Interests of the Public |
July 2003
The Investment Policy Statement
Roles and Responsibilities of the Investment Fiduciary
Reducing the Risk of Collateral Damage
More than a Matter of Trust |
March 2003
P&I Editorial Response |
February 2003
Financial Planning and Fiduciary Responsibility |
January 2003
The Link Between Pension and Investment Reform |
"Corporate Fiduciaries: Are You Liable?" - An interview with Don Trone
Don Trone of the Foundation for Fiduciary Studies provides commentary on the duties of corporate fiduciaries and how their responsibilities
are addressed in the handbook,
Prudent Investment Practices.
Watch the Interview
This interview is an excerpt from FMNOnline,
the online Continuing Professional Education service offered by SmartPros (www.smartpros.com).
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