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Insights from the experts in investment fiduciary responsibility.

Fiduciary Excellence Part 2: Formalizing the Investment Strategy

Posted by Terra McBride, MBA, AIF®, Vice President of Marketing & Professional Development on January 15, 2019

Fiduciary Excellence Part 2: Formalizing the Investment Strategy

This week, we dig into Step 2 of the Fiduciary Quality Management System - Formalize. We will dedicate a blog post to each of our four Prudent Practices® as we prepare for National Fiduciary Day on Feb. 28 so be sure to stop back!

Fiduciary Excellence Part 1: Organizing a Client Portfolio

Posted by Terra McBride, MBA, AIF®, Vice President of Marketing & Professional Development on January 07, 2019

Fiduciary Excellence Part 1: Organizing a Client Portfolio

February 28, 2019 is National Fiduciary Day! In celebration of the occasion, we are featuring highlights from each our four Prudent Practices® right here. This week, we focus on Step 1 - Organize.

Webinar of Webinars

Posted by Tyler Kirkland, AIF®, PPC®, Director of Business Development and Client Engagement on October 26, 2018

Webinar of Webinars

Get some tips and tricks for launching your own webinar program!

A Winning Proposition: The AIF® Partnering with an Independent Auto Rollover IRA Provider

Posted by Mark Koeppen and Jeff Linkowski, AIF® on October 15, 2018

A Winning Proposition: The AIF® Partnering with an Independent Auto Rollover IRA Provider

The mandatory force-out used to be an administrative afterthought. Use what the record keeper offered and move on. As with everything, change is inevitable and the competition for auto rollovers from the mandatory force-out process has created pricing and service pressure that fiduciaries now need to evaluate. Find out how an AIF® partnering with an independent auto rollover IRA provider created a winning proposition!

A Math Nerd's Evaluation of Blaine's Reputation White Paper

Posted by Tyler Kirkland, AIF®, PPC®, Director of Business Development and Client Engagement on August 31, 2018

A Math Nerd's Evaluation of Blaine's Reputation White Paper

Do you like math? This post is for you! Here is a not-so-brief breakdown of the Trust Equation, used as part of Blaine Aikin's "Fiduciary Conduct and Your Reputation" white paper and supplementary webinar, from a math nerd's perspective.

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