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Tag "fi360"

Exclusive Interview: Blaine Aikin says DOL Fiduciary Ruleā€™s ā€œLasting Impact Lives Onā€

    Exclusive Interview: Blaine Aikin says DOL Fiduciary Ruleā€™s ā€œLasting Impact Lives Onā€

Here’s an inside look at what’s been making all those headlines the last few years, and maybe what might be making headlines in the next few years.

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Exclusive Interview with Duane Thompson: Expect the Fiduciary Rule to Go Live on June 9th

    Exclusive Interview with Duane Thompson: Expect the Fiduciary Rule to Go Live on June 9th

“As for as the pre-release discussion of the Trump tax plan, I would just ignore it. Itā€™s short on details, which raises too many questions.”

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Exclusive Interview with fi360ā€™s Blaine Aikin: DOLā€™s Fiduciary Rule ā€œTakes Advisors to a Fork in the Roadā€

    Exclusive Interview with fi360ā€™s Blaine Aikin: DOLā€™s Fiduciary Rule ā€œTakes Advisors to a Fork in the Roadā€

Aiken says ā€œThere is no turning backā€ on DOLā€™s Fiduciary Rule as its momentum is ā€œunstoppableā€ and regulation is ā€œa lagging indicator.ā€

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Exclusive Interview: Don Trone Reveals 401k Plan Sponsors Want This Instead of a Fiduciary

Discover why “fiduciary” is the last word you want to bring up to 401k plan sponsors.

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Compliance Headaches Coming for 401k Plan Sponsors Due to New Fiduciary Regs in 2014?

What might surprise you the most is how easily the industry will adapt to the new fiduciary guidelines.

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Exclusive Interview with fi360ā€™s Blaine Aikin: Competitive Forces Favor Fiduciary Standard

Investors who understand the fiduciary standard demand it, and practitioners who fail to embrace it will find themselves at an increasingly competitive disadvantage.

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Has SEC Unfairly Rigged Its Fiduciary Questionnaire?

The SEC is asking ā€œhow do we constrain fiduciaryā€ instead of the other way around.

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Why the Fiduciary Standard Canā€™t Live in Harmony

Is the call for “harmonizing” the SEC and DOL versions of the fiduciary standard merely a ruse to thwart the entire effort?

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Thoughts on Attending My First fi360 Conference

I was sad when it was over. It was like saying goodbye to old friends. I wanted to stay and keep talking. Oh well, thereā€™s always next yearā€¦

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Stunning Academic Study May Cause DOL to Retain Original Proposal for Fiduciary Definition

To the extent regulation improves efficiencies, there will always be winners and losers. Those who donā€™t benefit will always oppose the change.

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