fi360 Fiduciary Talk 36: Changes to the SEC Liquidity Rules for Money Market Funds
Posted by fi360 on September 09, 2016
Duane and Blaine discuss the SEC's liquidity rules for money market funds and what the rule means for advisors.
Cybersecurity: 6 Steps to Build Your Fiduciary Readiness
Posted by fi360 on August 25, 2016
How prepared is your practice for a cyberattack? Is cybersecurity important to your practice or is it an after thought? Do you view cybersecurity as part of your fiduciary duties?
fi360 Fiduciary Talk 34: Target Date Funds and How They Are Used in QDIAs
Posted by fi360 on August 16, 2016
Blaine and Duane discuss the rapid growth of TDFs as QDIAs, how advisors should consider whether TDFs make sense for their client, and how to compare TDF products.
fi360 Fiduciary Talk 35: The Impact of DOL’s Fiduciary Rule on Suitability Requirements
Posted by fi360 on August 04, 2016
Blaine and Duane discuss how the DOL's final fiduciary rule impacts advisors who have been operating under suitability requirements associated with insurance and securities laws.
fi360 Fiduciary Talk 33: Collective Investment Trusts Capturing Assets and Attention
Posted by fi360 on July 28, 2016
In this podcast, fi360 Executive Chairman Blaine Aikin and Chief Product & Strategy Officer John Faustino discuss how CITs work, trends relating to CITs that will be important for investment fiduciaries to follow, and how to think about them when conducting due diligence.
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