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fi360 Hosts Eighth Annual Conference on Fiduciary Responsibility

April 25-27 at Chicago's Sheraton Hotel & Towers


News provided by

fi360

Mar 14, 2012, 09:04 ET

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PITTSBURGH, March 14, 2012 /PRNewswire/ -- fi360, the premier organization for fiduciary education, investment analytics, support services and industry insights for financial professionals, is hosting its eighth annual conference on April 25-27, 2012 at The Sheraton Hotel & Towers in Chicago.

The conference, which will focus on fiduciary issues, including the latest legal and regulatory updates and commentary on various business models and investment vehicles, is considered the leading event for the advisor community. The conference will feature 35 sessions and 50 speakers, including keynote addresses by Justin Fox, editorial director of the Harvard Business Review, and Pulitzer Prize winner Doris Kearns Goodwin. Other notable speakers include:

  • Dr. G. Michael Phillips, the Director of the Center for Financial Planning and Investment and a Professor of Finance, Real Estate, and Insurance at California State University, Northridge
  • Dave Gray, Vice President of Client Experience at Charles Schwab
  • Fred Reish, Partner at Drinker Biddle and Chair of the Financial Services ERISA Team
  • Ron Rhoades, JD, CFP, Program Chair for the Financial Planning Program at Alfred State College
  • Dr. Gregory Kasten, Founder and CEO of Unified Trust Company

"Though we look forward to our conference each year, this year's event is occurring at a particularly pivotal time for our industry. We are excited to provide a forum to support the advisor community's understanding of the changes in fiduciary responsibilities and the future of fiduciary roles," said Blaine Aikin, CEO of fi360.

Other activities occurring during the week in conjunction with the conference include AIF and AIFA Designation Training programs, training sessions on its analytical and reporting software, and networking events. Conference attendance is expected to reach an all time high for the annual event, with nearly 600 advisors, registered representatives and other investment fiduciaries in attendance. For more information about the 2012 fi360 Conference, including registration, please visit:

http://www.fi360.com/main/conference_2012.jsp.

About fi360

fi360 offers a comprehensive approach to investment fiduciary education, practice management and support that has established them as the go-to source for investment fiduciary insights. With substantiated Practices as the foundation, fi360 offers world-class fiduciary Training/Education, Tools and Resources that are essential for fiduciaries and those who provide services to fiduciaries to effectively and successfully manage their roles and responsibilities. Fi360 assists those who rely on their fiduciary education programs, professional AIF® and AIFA® designations, Web-based analytical and reporting software and resources to achieve success. For more information about fi360, please visit www.fi360.com or Twitter: @fiduciary360.

SOURCE fi360

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