fi360 Fiduciary Talk 22: An interview with Mike Phillips, Chief Scientist & CEO at MacroRisk Analytics, who was a speaker at INSIGHTS 2016

Posted by fi360 on May 25, 2016

We spoke with Mike about his conference session, Portfolio Optimization Strategy: Matching Models with Time Horizons.

Q&A on the DOL's Fiduciary Rule: Is this covered?

Posted by Duane Thompson on May 18, 2016

fi360 Fiduciary Talk 26: An interview with Mary Kathryn Campion, President at Champion Capital Research, who was a speaker at INSIGHTS 2016

Posted by fi360 on May 18, 2016

We spoke with Mary Kathryn about her conference session, Organize 'TMI' and Improve Portfolio Risk Management.

1st Quarter 2016 Markets in Review

Posted by Matthew Wolniewicz, Chief Revenue Officer, fi360 Inc. on May 17, 2016

1st Quarter 2016 Markets in Review

7 Actions to Demonstrate Compliance Following the DOL Fiduciary Rule:

Posted by Blaine F. Aikin, Executive Chairman, fi360 Inc. on May 17, 2016

Sales and advisory organizations are fundamentally different. That is the premise of the Labor Department's new conflict-of-interest rule. They have different priorities, which shape the culture and practices that exist in each. Consequently, they must be regulated differently and should be distinguishable to the public.