Under new fiduciary rule, DOL has reason to pay attention to reverse churning
Posted by fi360 on June 24, 2016
Another reminder of the need to become well-versed on the fiduciary rule's conditions for rollover advice
fi360 Fiduciary Talk 30: An interview with Sheri Fitts, President at Shoe Fitts Marketing
Posted by fi360 on June 17, 2016
We spoke with Sheri about her conference session, Your Brand, Your Business, Your Bottomline.
fi360 Fiduciary Talk 29: An interview with Scott Reed, CEO at Hardy Reed
Posted by fi360 on June 10, 2016
We spoke with Scott about his conference session, Devil or Angel: Is There Profit in Working with Non-Profits?
fi360 Fiduciary Talk 28: An interview with Gary Sutherland, CEO of NAPLIA, and Paul Smith, SVP of NAPLIA, who were speakers at INSIGHTS 2016
Posted by fi360 on June 01, 2016
We spoke with Gary and Paul about their conference session, What You Need to Know About Cybersecurity.
Choosing default investment alternatives for 401(k)s requires close due diligence
Posted by fi360 on May 27, 2016
Maximizing the potential for positive participant outcomes, and minimizing regulatory and litigation risks, requires close analysis of QDIAs
About
Updated weekly
Have an idea for the Fi360 blog?
Send us your question or comment
to blog@fi360.com
