Reg BI and Other Trends for Fiduciary and Professionalism

Blaine Aikin, AIFA®, CFA, CFP®, Fiduciary Subject Matter Expert
Michael Kitces, Head of Planning Strategy, Buckingham Wealth Partners

April 15, 2020

Blaine Aikin and Michael Kitces will discuss the status and impact of the SEC's Regulation Best Interest, an update on XY Planning Network's legal challenge to the regulation, and other regulatory and court actions that are impacting the fiduciary standard in 2020. Then, our panelists will look beyond compliance to discuss how firms and advisors are adapting to the current environment and the future of investment advice as a profession.