Insights from the experts in investment fiduciary responsibility.

Fiduciary Links: fi360 Insights Conference Week

Posted by on April 15, 2013

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>>>>It’s fi360 Conference week once again! The fi360 team has already begun arriving in Scottsdale and our pre-conference training sessions have already begun. The conference itself begins in earnest on Wednesday afternoon with attendee checkin and the evening networking reception. That’s followed by two days of educational content on Thursday and Friday.

Our two general sessions this year are Nate Silver and a panel of fiduciary experts, including our own CEO Blaine Aikin, Ron Rhoades of Alfred State College, and Skip Schweiss from TD Ameritrade. Nate Silver will be doing a session on Thursday based on his book, The Signal and the Noise, in which he will discuss how advisors should value predictions and make the best use of them in their practice. He will also be signing copies of his book immediately following his session. Our panel on Friday will be looking at the current and future state of fiduciary regulation and what our audience should be expecting at the federal and state level, as well as how competitive forces are shaping the direction of the fiduciary standard of care. On top of those sessions, there will be an additional 30 breakout sessions over the course of the two days. You can see the full details of the agenda on our website.

We’ll be providing updates throughout the week, both here on the blog and via our Twitter account, where we’ll be using the hashtag #fi360_2013. If you are coming to Arizona for the conference, we look forward to seeing you there. Designees who are not in attendance can look forward to hearing many of the recordings in the Designee Portal within a few weeks of the end of the conference.

>>>And for the best of this week’s fiduciary roundup: law firm warns that DOL fiduciary rule could make SEC cost-benefit analysis mootfederal appeals court upholds decision in favor of in-house trading policiesdraft federal budget includes new allocation to fund SEC adviser examinationstactical allocation strategies way up since onset of financial crisis

News and columns from the leading trade, consumer, and mainstream media:

From the organizations/associations/government/academia: 

From the blogs:

Articles your clients are reading (or should be):

Have a link we missed? Leave them in the comments section or email us at For more of the best links during the week, make sure you follow us on Twitter.  

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