2020 State of the Fiduciary

Blaine Aikin, AIFA®, CFA, CFP®, Fiduciary Subject Matter Expert
Duane Thompson, AIFA®, Senior Policy Analyst, Fi360

April 14, 2020

One of the annual traditions of the Fi360 Conference is the “State of the Fiduciary” address that kicks off each conference. It is an update on regulatory and best practices trends for fiduciaries and all things impacting the conduct standards for financial services providers. In lieu of our in-person event, join us the virtual version of that speech as Blaine Aikin and Duane Thompson discuss the most pressing issues for fiduciaries in 2020. It was already looking like a monumental year with Reg BI compliance on the horizon and various states introducing their own fiduciary rules. Now with markets in turmoil and social restrictions in place, advisors have even more to consider as they work to best support their clients.

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