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The Fiduciary Talk podcast series centers around pertinent industry topics and provides important overviews of what’s happening in regulation, in the marketplace, and technology to affect the standard... more
FAQs about Fi360 Fiduciary Talk:How many episodes does Fi360 Fiduciary Talk have?The podcast currently has 28 episodes available.
July 05, 2016fi360 Fiduciary Talk 27: An interview with Mike Phillips, Chief Scientist & CEO at MacroRisk AnalyticsAn interview with Mike Phillips, Chief Scientist & CEO at MacroRisk Analytics, who was a speaker at INSIGHTS 2016. We spoke with Mike about his conference session, Portfolio Optimization Strategy: Matching Models with Time Horizons ...more0minPlay
July 05, 2016fi360 Fiduciary Talk 26: An interview with Mary Kathryn Campion, President at Champion Capital ResearchAn interview with Mary Kathryn Campion, President at Champion Capital Research, who was a speaker at INSIGHTS 2016. We spoke with Mary Kathryn about her conference session, Organize 'TMI' and Improve Portfolio Risk Management ...more0minPlay
July 05, 2016fi360 Fiduciary Talk 25: An interview with Eric Roberge, President at Beyond Your HammockAn interview with Eric Roberge, President at Beyond Your Hammock, who was a speaker at INSIGHTS 2016. We spoke with Eric about his conference session, Engaging Millennials - The Rubik's Cube of Financial Planning....more0minPlay
July 05, 2016fi360 Fiduciary Talk 24: An interview with David Bromelkamp, President/CEO at AllodiumAn interview with David Bromelkamp, President/CEO at Allodium, who was a speaker at INSIGHTS 2016. We spoke with David about his conference session, Fiduciary Investment Management for Trusts: How to Use Questions to Help Trustees....more0minPlay
July 05, 2016fi360 Fiduciary Talk: fi360 Executive Chair Blaine Aikin interviews OWLshares co-founder and CEO Ben Webster.fi360 Executive Chair Blaine Aikin interviews OWLshares co-founder and CEO Ben Webster. OWLshares is the first brand of exchange traded funds (ETFs) that focus on impact and environmental, social & governance (ESG) metrics....more0minPlay
July 05, 2016fi360 Fiduciary Talk 22: The DOL’s Multi-Year Study on Retirement SavingIn late February, the DOL announced a multi-year study that would track data on the retirement savings of Americans. In this episode, fi360 Executive Chair Blaine Aikin and Senior Policy Analyst Duane Thompson discuss why this proposal drew criticism from opponents of the DOL’s fiduciary rule and what benefit the DOL can derive from the study....more14minPlay
July 05, 2016fi360 Fiduciary Talk 23: An interview with Brian Edelman, CEO at Finanical Computer Inc, who was a speaker at INSIGHTS 2016.An interview with Brian Edelman, CEO at Finanical Computer Inc, who was a speaker at INSIGHTS 2016. We spoke with Brian about his conference session, What You Need to Know About Cybersecurity....more0minPlay
June 29, 2016fi360 Fiduciary Talk 20: An interview with Dr. Rui Yao, who was a speaker at INSIGHTS2016 Conference.An interview with Dr. Rui Yao, Associate Professor at Department of Personal Financial Planning at the University of Missouri, who was a speaker at INSIGHTS 2016. We spoke with Dr. Yao about her conference session, To retire or not to retire? - Does market performance provide an answer?...more0minPlay
FAQs about Fi360 Fiduciary Talk:How many episodes does Fi360 Fiduciary Talk have?The podcast currently has 28 episodes available.