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Will Policymakers' Vision for the Fiduciary Standard Be 20/20 in 2020?

fi360

Jan. 16, 2020
Recorded Online
Webcast

Momentous changes are likely in store this year for financial advisors operating under the fiduciary standard and similar regulations. The questions are, how much will the contours of the fiduciary standard change and will lawmakers, regulators and the courts weaken the centuries-old standard of care for professionals held to a position of trust and confidence by their clients?

Join Fi360’s Blaine Aikin and Duane Thompson as they examine the issues of the day likely to impact your practice. Some of the issues to be examined are regulatory enforcement of the fiduciary standard by federal and state regulators, potential compliance issues related to Regulation Best Interest, and an update on the tidal wave of ERISA excessive fee lawsuits against financial services firms and major universities. The fiduciary standard is dynamic and ever-changing. Begin the New Year with a clear-eyed fiduciary perspective.

Presenters:

  • Blaine Aikin, AIFA®, CFP®, CFA, Executive Chairman, Fi360 and CEFEX
  • Duane Thompson, AIFA®, Senior Policy Analyst, Fi360

This webinar is accepted by Fi360, IWI and the CFP Board for one hour of continuing education.

More Information, How to Register

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