Episode Synopsis "fi360 Fiduciary Talk 41: Don’t discount the importance of disclosures"

Blaine and Duane discuss the SEC’s proposed changes to public company disclosures under regulations S-K and the central role the information plays in the fiduciary process.

Listen "fi360 Fiduciary Talk 41: Don’t discount the importance of disclosures"

More 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