Gaining a fiduciary edge with AIF Training & Designation - Principal

Rich Lynch, AIFA®, Director at fi360

September 22, 2016

Regulatory and marketplace trends are converging to ensure that all advice meets a fiduciary standard of care and is in the best interests of the client. Please join us as we take a look at those trends, including the DOL's new conflict of interest rule, as well as provide an overview of what it means to be a fiduciary.

In addition, fi360 Director Rich Lynch will cover fi360's long history of providing training on a prudent investment process and how the AIF designation is helping advisors manage their responsibilities, add value to their client relationships, and build a stronger business.