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Reg BI & Other Trends for Fiduciary and Professionalism

fi360

Apr. 15, 2020
Recorded Online
Webcast

Blaine Aikin and Michael Kitces will discuss the status and impact of the SEC's Regulation Best Interest, an update on XY Planning Network's legal challenge to the regulation, and other regulatory and court actions that are impacting the fiduciary standard in 2020.

Then, our panelists will look beyond compliance to discuss how firms and advisors are adapting to the current environment and the future of investment advice as a profession.

Presenters:

  • Blaine Aikin, Fiduciary Subject Matter Expert
  • Michael Kitces, Partner & Director of Research, Pinnacle Advisory Group

More Information, How to Register

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