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Fi360 Announces Agenda and Keynotes for 2018 Annual Conference

February 21, 2018

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Fi360, the nation’s leading provider of fiduciary-related education and technology, unveiled the agenda and keynotes for its 2018 annual conference, which will take place April 25-27, 2018 in San Diego, Calif. at the Hilton Bayfront.

For 14 years, the Fi360 Conference has been one of the industry’s premier professional development events. Today, the agenda boasts more than 35 unique educational sessions taught by industry influencers, attracting participation from professionals worldwide seeking to grow their fiduciary knowledge base through educational sessions, innovative workshops and thought-provoking discussions.

  • To kick off the conference, Mark Schoeff, Regulatory Reporter for InvestmentNews, will moderate a policies panel with Joseph Borg, Alabama Securities Commission Director and President of the North American Securities Administration Association, and Dale Brown, President and CEO of the Financial Services Institute.
  • Day two begins with a keynote from Jeffrey Kleintop, Senior Vice President, Chief Global Investment Strategist at Charles Schwab.
  • To conclude, Charles Duhigg, Pulitzer prize-winning reporter and author of “Smarter, Faster, Better” and “The Power of Habit”, will give the final keynote on productivity and good habits for investment advisors.

Registration information can be found here. The full agenda and additional information can be found here.

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