All Episodes

Fi360 Fiduciary Talk 48: Health Savings Accounts in the Fiduciary Process

Fi360 Fiduciary Talk 47: Filling the void in guaranteed retirement income

Fi360 Fiduciary Talk 46: Fiduciary duties of elected officials

Fi360 Fiduciary Talk 45: Fiduciary Rule scores victory in Texas

Fi360 Fiduciary Talk 44: DOL Releases Second Set of FAQs

Fi360 Fiduciary Talk 43: Titles used by advisers can trigger fiduciary status

Fi360 Fiduciary Talk 42:The AIF, is it a marketing tool?

fi360 Fiduciary Talk 41: Don’t discount the importance of disclosures

fi360 Fiduciary Talk 39: What the election means for advisors and the fiduciary standard

fi360 Fiduciary Talk 38: What advisors need to know about cybersecurity

fi360 Fiduciary Talk 37: A Fiduciary Angle to Business Continuity?

fi360 Fiduciary Talk 36: Changes to the SEC Liquidity Rules for Money Market Funds

fi360 Fiduciary Talk 35: The Impact of DOL’s Fiduciary Rule on Suitability Requirements

fi360 Fiduciary Talk 34: Target Date Funds and How They Are Used in QDIAs

fi360 Fiduciary Talk 33: Collective Investment Trusts Capturing Assets and Attention

fi360 Fiduciary Talk 32: Reverse Churning and How the DOL Addresses the Problem Under the New DOL Rule

fi360 Fiduciary Talk 31: DOL Rule a Cultural Perspective - Sales vs Advisory Approach

fi360 Fiduciary Talk 30: An interview with Sheri Fitts, President at Shoe Fitts Marketing

fi360 Fiduciary Talk 29: An interview with Scott Reed, CEO at Hardy Reed

fi360 Fiduciary Talk 28: An interview with Gary Sutherland, CEO of NAPLIA, and Paul Smith, SVP of NAPLIA

fi360 Fiduciary Talk 27: An interview with Mike Phillips, Chief Scientist & CEO at MacroRisk Analytics

fi360 Fiduciary Talk 26: An interview with Mary Kathryn Campion, President at Champion Capital Research

fi360 Fiduciary Talk 25: An interview with Eric Roberge, President at Beyond Your Hammock

fi360 Fiduciary Talk 24: An interview with David Bromelkamp, President/CEO at Allodium