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 of care for investment advice. The podcasts are a great way to get up-to-date on current trends and receive helpful insights from subject matter experts at Fi360 and from across the financial industry.

Latest episodes of the podcast Fi360 Fiduciary Talk

• Fi360 Fiduciary Talk 48: Health Savings Accounts in the Fiduciary Process
• Fi360 Fiduciary Talk 47: Filling the void in guaranteed retirement income
• Fi360 Fiduciary Talk 46: Fiduciary duties of elected officials
• Fi360 Fiduciary Talk 45: Fiduciary Rule scores victory in Texas
• Fi360 Fiduciary Talk 44: DOL Releases Second Set of FAQs
• Fi360 Fiduciary Talk 43: Titles used by advisers can trigger fiduciary status
• Fi360 Fiduciary Talk 42:The AIF, is it a marketing tool?
• fi360 Fiduciary Talk 41: Don’t discount the importance of disclosures
• fi360 Fiduciary Talk 40: The Importance of the Investment Policy Statement
• fi360 Fiduciary Talk 39: What the election means for advisors and the fiduciary standard
• fi360 Fiduciary Talk 38: What advisors need to know about cybersecurity
• fi360 Fiduciary Talk 37: A Fiduciary Angle to Business Continuity?
• fi360 Fiduciary Talk 36: Changes to the SEC Liquidity Rules for Money Market Funds
• fi360 Fiduciary Talk 35: The Impact of DOL’s Fiduciary Rule on Suitability Requirements
• fi360 Fiduciary Talk 34: Target Date Funds and How They Are Used in QDIAs
• fi360 Fiduciary Talk 33: Collective Investment Trusts Capturing Assets and Attention
• fi360 Fiduciary Talk 32: Reverse Churning and How the DOL Addresses the Problem Under the New DOL Rule
• fi360 Fiduciary Talk 31: DOL Rule a Cultural Perspective - Sales vs Advisory Approach
• fi360 Fiduciary Talk 30: An interview with Sheri Fitts, President at Shoe Fitts Marketing
• fi360 Fiduciary Talk 29: An interview with Scott Reed, CEO at Hardy Reed
• fi360 Fiduciary Talk 28: An interview with Gary Sutherland, CEO of NAPLIA, and Paul Smith, SVP of NAPLIA
• fi360 Fiduciary Talk 27: An interview with Mike Phillips, Chief Scientist & CEO at MacroRisk Analytics
• fi360 Fiduciary Talk 26: An interview with Mary Kathryn Campion, President at Champion Capital Research
• fi360 Fiduciary Talk 25: An interview with Eric Roberge, President at Beyond Your Hammock
• fi360 Fiduciary Talk 24: An interview with David Bromelkamp, President/CEO at Allodium