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Webcasts and Conferences

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Recorded Webcasts

Recorded on Title Fee? Continuing Ed
Nov. 29, 2017 Regulators, the Courts and the Fiduciary Standard: What's Happened, What's Happening, What's Next No fee required
Oct. 4, 2017 Step 2 of the Fiduciary Process: Formalizing the Investment Strategy No fee required
May 15, 2017 Fi360 Fiduciary Talk: Health Savings Accounts in the Fiduciary Process No fee required
Mar. 28, 2017 Filling the Void in Guaranteed Retirement Income No fee required
Aug. 23, 2016 Cybersecurity: What advisors need to know about protecting data No fee required
June 30, 2016 Reverse Churning and How the DOL Addresses the Problem Under the New Fiduciary Rule No fee required
Feb. 25, 2016 Social Security and Why We Truly May Be Facing a Retirement Crisis No fee required
Feb. 24, 2016 fi360 Fiduciary: Class Action Lawsuits Against Fiduciary and 401(k) Plans No fee required
Feb. 24, 2016 fi360 Fiduciary: SEC Retirement Targeted Industry Reviews and Examinations Initiative No fee required
Feb. 2, 2016 Keeping Your Mind on Money While Listening to Matters of the Heart: Fiduciary Heuristics for ESG Investing No fee required
Jan. 22, 2016 fi360 Fiduciary Talk: Recent Trends in Socially Responsible Investing No fee required
Nov. 12, 2015 Understanding Reasonableness and Using Benchmarking to Avoid the Race to the Bottom No fee required
Oct. 26, 2015 fi360 Fiduciary Talk: Robo Advice and the Fiduciary Duty of Due Care No fee required
Oct. 15, 2015 An Update on the DOL's Fiduciary Rule Proposal No fee required
Sept. 24, 2015 Fiduciary Talk: Auto-IRAs: Taxes and Fiduciary Liability No fee required
Sept. 10, 2015 fi360 Fiduciary Talk: Public Officials: Fiduciary or Not? No fee required
Sept. 9, 2015 Viewing Healthcare through a Finance and Fiduciary Lens No fee required
Aug. 12, 2015 Understanding Risk from a Fiduciary and Behavioral Standpoint No fee required
May 14, 2015 Why Maintaining the IPS is the Most Important Duty a Fiduciary Performs No fee required
Apr. 30, 2015 The New Fiduciary Proposal...It's Out and We're Talking About It No fee required
Apr. 8, 2015 ERISA Litigation and Enforcement: The Role of the Independent Fiduciary and Best Practices for Financial Advisors No fee required
Mar. 11, 2015 The Seven Core Principles Every Fiduciary Should Know and Follow No fee required
Oct. 7, 2014 Managing Client Expectations using an Investment Policy Statement No fee required
Dec. 11, 2013 Benchmarking & Demonstrating Value in the Age of Reasonableness No fee required
Oct. 10, 2013 Advisor Payments and Conflicts of Interest No fee required
Sept. 25, 2013 Advisor Payments and Conflicts of Interest No fee required
June 12, 2013 The Case for Rethinking TDFs as QDIAs No fee required
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