Shows
Revamping RetirementEpisode 76: Fi360In episode 76 of Revamping Retirement, hosts Jennifer Doss and Matt Patrick delve into how AI is transforming the retirement planning industry with guest John Faustino from Fi360. John shares how AI is helping to enhance advisor efficiency, create tailored investment strategies, and improve participant engagement, while stressing the importance of maintaining human oversight to counter cybersecurity risks and avoid misinformation. The discussion also touches on the AI-driven future of retirement income solutions and the need for personalized advice in a rapidly evolving financial landscape.2025-05-1936 min
Step into the PivotMichael Muirhead: Generations in Motion and Empty-Nester ChangesJoin us as Michael Muirhead opens up about the profound impact of his son's recent move to Japan, exploring themes of flexibility, personal growth, and the intricate dance of supporting a loved one's dreams. Michael's candid reflections provide a touching and insightful look into the emotional and philosophical challenges of this significant life pivot.Listeners will be moved by Michael's stories of generational opportunities and family continuity, drawing from his family's immigrant background to highlight the importance of openness and gratitude. As he prepares to visit his son abroad, Michael shares his wisdom on embracing inevitable change...2024-09-2722 min
The Veteran Entrepreneur Masterclass PodcastThe Father of Fiduciary; Don TroneA fiduciary assumes a role of utmost confidence and obligation to act in the best interests of those they serve. Though rooted in ancient ideals of trustworthiness, this principle has found renewed significance in investment advisory practice. At its core, the fiduciary duty encapsulates a profound commitment to act in the best interests of those who entrust their financial well-being to expert guidance.In this episode, Brett talks with Don Trone, CEO and Co-founders of 3ethos. Also known as the Father of Fiduciary, Don talks about what fiduciary is and why it matters. He also speaks about...2023-08-1048 min
Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 5 Should you use the VIP section of Personal Finance – Venture Capital, Private Equity, Hedge Funds, Non-Traded REITS, and BDCs?Send us a textIn this episode Mike and Maddie discuss how Yardley Wealth Management decides which asset allocations make sense for clients, which mutual funds or ETFs to use, when we change funds, and when we re-balance. While we use 3rd party software (Fi360 and Tamarac) to help with our decision-making, it is mature, rational financial advisors who make those decisions, not a computer algorithm. We also discuss whether it is worth paying a premium to invest like an accredited investor by buying Venture Capital, Private Equity, Hedge Funds, Non-Traded REITS, and BDCs.2023-06-2218 min
Latinas From The Block To The BoardroomOlga Camargo CEO of Shenix Financial Literacy Platform for LatinasLatinas wanna talk money! Time to level up with Olga Camargo and the Shenix.app! Latinas influence money, but we want to build our own money, save our money and learn how to invest our money! How can we see our dream of wealth when bills are on the table today? However, it's important to realize, a little saved today, grows into financial accessibility later, especially building that financial future with that special someone! We are closing out financial literacy month and heading into graduations and wedding season! The two biggest life events that put you on the path to b...2023-04-2836 min
The Fiduciary U™ PodcastEp #44, Part 2: How Fintech is Empowering Fiduciary-Focused Advisors with John FaustinoWelcome to Part 2 of episode #44 of the Fiduciary U™ Podcast. My guest on this episode is John Faustino, who is the Head of FI360. John has become a good friend and incredible mentor of mine as I have pivoted into the fintech world, and we had a great conversation where we covered a lot of ground. John has a 30+ year career in the fintech industry, first at Morningstar, then moving Fi360 as Chief Product & Strategy Officer, and continuing as the organizational leader after its acquisition by Broadridge.On this epi...2023-03-2022 minThe Fiduciary U™ PodcastEp #44, Part 1: How Fintech is Empowering Fiduciary-Focused Advisors with John FaustinoWelcome to Part 1 of episode #44 of the Fiduciary U™ Podcast. I’ve broken this one into 2 parts so make sure to check both of them out. You won’t want to miss either one.My guest on this episode is John Faustino, who is the Head of FI360. John has become a good friend and incredible mentor of mine as I have pivoted into the fintech world, and we had a great conversation where we covered a lot of ground. John has a 30+ year career in the fintech industry, first at Morningstar, then moving Fi360 a...2023-03-2021 min
Registered Investment Advisor PodcastPlanned FinancialFrank Fantozzi founded Planned Financial Services in 1994 to make a difference in the lives of families, business owners, and community leaders. After experiencing events that impacted his own family as well as family friends, Frank committed himself to creating a financial and investment management firm intended to assist clients in pursuing financial freedom and independence so they could experience the life they desired through access to greater choice and direction.He began his career in 1987 with the international accounting firm Arthur Andersen, where he became a Certified Public Accountant (CPA) in 1988. Frank honed his tax and financial...2023-02-0814 min
Ask the 401k Experts401kExperts 022: Becoming a 401k Specialist: 3 Training Programs I Recommend
Episode #22 – Becoming a 401k Specialist: 3 Training Programs I Recommend
If you’re not sure which 401k designation or certification program to pursue first (or next)…
In this episode of the 401k Best Practices (Ask the Experts) podcast, I share 3 programs I’d recommend you start with on your path to becoming a 401k specialist.
Mentioned in this episode:
The Retirement Plan Professional’s Designation & Certification Guide
The 401(k) Practice Builder Certificate Program by NAPA
The Professional Plan Consultant (PPC) Program by fi360
The Accredited Fiduciary Investment Analyst (AIFA) by fi360
T...2022-07-1107 min
AICPA Personal Financial Planning (PFP)Common investment mistakes {PFP Section}This time of uncertainty and market volatility may lead to an increase in clients making investment decisions that aren’t in their best interest. In this episode of the PFP Section podcast, Lauren Minch, CPA, CFA, interviews Kevin Grogan, CFA, to get his take on common trends he sees with many different types of clients. They discuss: Making decisions based on what happened recently versus based on the full history Measuring performance by comparing to the wrong benchmark How to communicate with clients who compare themselves to others How to avoid biases and noise with a good process ...2022-05-1316 minAICPA Personal Financial Planning (PFP)Common investment mistakes {PFP Section}This time of uncertainty and market volatility may lead to an increase in clients making investment decisions that aren’t in their best interest. In this episode of the PFP Section podcast, Lauren Minch, CPA, CFA, interviews Kevin Grogan, CFA, to get his take on common trends he sees with many different types of clients. They discuss: Making decisions based on what happened recently versus based on the full history Measuring performance by comparing to the wrong benchmark How to communicate with clients who compare themselves to others How to avoid biases and noise with a good process ...2022-05-1316 min
The DocPreneur Leadership PodcastSelling Your Practice Considerations and Understanding Valuation ModelsOur Presenter and Podcast Guest is Chris Staples, CFP®, AIF®, Owner of Wealth 360, LLC in Buford, Georgia, United States. WATCH THE WEBINAR VERSION OF THIS INTERVIEW, visit: https://youtu.be/hUqyGKCyfXk WEB SITE: https://wealth360advisors.com/ Chris Staples is the Principal owner of Wealth 360, LLC.; a fee-only Registered Investment Advisory firm located in the greater Atlanta Area. Wealth 360, LLC provides comprehensive and objective financial planning to help clients organize, grow, and protect their assets through life’s transitions. As a fee-o...2022-02-2829 min
401(k) Specialist PodcastJohn FaustinoGuaranteed income in retirement plans is a big issue—big because it’s important, complex, and getting a lot of attention, especially in the wake of the SECURE Act. It’s increasingly an industry focus, and now several players have come together to form a Lifetime Income consortium. Broadridge Fi360 Head John Faustino said it’s a targeted initiative to catalyze lifetime income adoption for the industry overall.Faustino joins us to discuss the consortium, why lifetime income is critical, and address some of the criticism of guaranteed products. 2021-11-0810 min
Fall In 360FI360: Leaving AfghanistanUnless you’ve been living under a rock we’ve all heard the news and what’s going on in Afghanistan. While this is a tough subject for all of us, we get through the tough stuff and like true Veterans, still find a way to have fun and make things awkward! Let’s get real and let’s get raunchy. #leavingafghanistan #fallin360 #fallin360podcast #afghanistan #pulloutofafghanistan #veteranpodcast #militarypodcast #veteran #military
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Support this podcast: https://podcasters.spotify.com/pod/show/fall-in-360/support2021-08-1751 min
The Now FinanceEpisode 37 I Financial Planning Hacks with Sir Rienzie Biolena, RFPAre you confused on which steps to take in building, managing and preserving your finances?
In this episode, we talked about the different aspects of personal finance. Foundations and strategies that we should apply to become effective in this day and age.
Our guest is a Certified Wealth Advisor from London-Based Chartered Institute for Securities & Investment, an Accredited Investment Fiduciary® of Pennsylvania-based fi360, a Certified Financial Consultant from CFC Canada and an International Member of the Financial Planning Association—the largest Association of Financial Planners in the USA.
Rienzie is also a frequent reso...2021-07-161h 04
Retireholics - 401k Plan Industry Show for AdvisorsJohn Faustino - Head of Fi360SECURE 2.0, the current state of TDFs? Advisors and Fund Review Best Practices
The concept of teaching training for Plan Sponsors AKA- Fiduciary Essentials for Defined Contribution Plans.
Nevin Adams article about Congress and TDFs. https://www.napa-net.org/news-info/daily-news/are-target-date-funds-target
2021-05-151h 03
The Fiduciary U™ PodcastEp #14: Bringing Guaranteed Income to All Americans with Matt WolniewiczMatt Wolniewicz is the President of Income America, and he holds a board advisory role with Prime Capital Investment Advisors. A 25-year veteran of the financial services industry, he previously served as President of Fi360 and a Senior Executive at Morningstar. His new role with Income America is a really interesting one because it brings together several industry leaders to create a target date solution that provides a guaranteed lifetime income. In this episode, Matt shares how his experience with his father’s retirement laid the groundwork for his passion to bring guaranteed income to...2021-03-1759 min
401(k) Specialist PodcastMatthew WolniewiczThere’s a lot happening on the 401(k) front—ESG, MEPS, and PEPs, the election—and we asked industry veteran Matt Wolniewicz about them all. He recently moved from Fi360 to Prime Capital Investment Advisors, where he will run the Income America division of the firm. It’s dedicated to, what else, income in retirement, which was another topic he was happy to address.Wolniewicz's matter-of-fact style shed light on what's ahead.2020-11-1610 min
A Little Louder NowEpisode 12: The Secret To Our Success featuring Alicia Mader and Tyler KirklandHoly smokes! These times are a lot for every single one of us to absorb. How can anyone be expected to maintain a clear focus at work with so much going on around us? In this episode, Alex and Terra felt like this is the ideal time to talk about the deep relationships we each have cultivated with a colleague that helps us to maintain balance no matter the circumstances. You will be introduced to Alicia Mader, who you may know from our Breaking Barriers series, and Tyler Kirkland, the people we lovingly call our work spouses. The four of...2020-06-251h 12
A Little Louder NowBreaking Barriers: June - Ellen DeGeneresWelcome to the Breaking Barriers series of our A Little Louder Now podcasts. During this series, Alex and Alicia shine a light on two trailblazing women in a different themed topic each month. These two take their fangirling seriously and are excited to share about women who broke down barriers and reached back to pull up the next generation.
The Bridge Initiative is dedicated to inclusion and so, for June's theme, we chose Rainbow Connection. This month we are shining a light on two amazing women who broke barriers in their respective fields for the LGBTQ community. Both women are...2020-06-2500 min
A Little Louder NowBreaking Barriers: June - Meghan RapinoeWelcome to the Breaking Barriers series of our A Little Louder Now podcasts. During this series, Alex and Alicia shine a light on two trailblazing women in a different themed topic each month. These two take their fangirling seriously and are excited to share about women who broke down barriers and reached back to pull up the next generation.
The Bridge Initiative is dedicated to inclusion and so, for June's theme, we chose Rainbow Connection. This month we are shining a light on two amazing women who broke barriers in their respective fields for the LGBTQ community. Both women are...2020-06-251h 02
Retireholics - 401k Plan Industry Show for AdvisorsMatthew Wolniewicz - 401k Financial Advisors Marketing Post PandemicMatthew Wolniewicz, President of Fi360 took a break from watching the draft, and talked to the Retireholiks about what advisors did for their clients during the pandemic is going to be Publish now a great talking point to a prospect in a post pandemic point of sale.
2020-05-1232 minA Little Louder NowBreaking Barriers: May - Ivy BensonWelcome to the Breaking Barriers series of our A Little Louder Now podcasts. During this series, Alex and Alicia shine a light on two trailblazing women in a different themed topic each month. These two take their fangirling seriously and are excited to share about women who broke down barriers and reached back to pull up the next generation.
For the month of May, we chose the theme of Amazing Artists. This month we are shining a light on two groundbreaking women who broke barriers in their respective artistic mediums. Our featured Amazing Artist for this episode is Ivy Benson...2020-05-1227 minA Little Louder NowBreaking Barriers: May - Georgia O'KeeffeWelcome to the Breaking Barriers series of our A Little Louder Now podcasts. During this series, Alex and Alicia shine a light on two trailblazing women in a different themed topic each month. These two take their fangirling seriously and are excited to share about women who broke down barriers and reached back to pull up the next generation.
For May's theme, we chose Amazing Artists. This month we are shining a light on two amazing women who broke barriers in their respective fields in the art world. Our featured Amazing Artist for this episode is Georgia O'Keeffe, one of...2020-05-1243 minA Little Louder NowBreaking Barriers: April - Stephanie KwolekWelcome to the Breaking Barriers series of our A Little Louder Now podcasts. During this series, Alex and Alicia shine a light on two trailblazing women in a different themed topic each month. These two take their fangirling seriously and are excited to share about women who broke down barriers and reached back to pull up the next generation.
For April's theme, we chose Science Mavens. This month we are shining a light on two amazing women who broke barriers in their respective fields in science. Our featured Science Maven for this episode is Stephanie Kwolek, the woman who discovered...2020-04-1438 minA Little Louder NowBreaking Barriers: April - Florence NightingaleWelcome to the Breaking Barriers series of our A Little Louder Now podcasts. During this series, Alex and Alicia shine a light on two trailblazing women in a different themed topic each month. These two take their fangirling seriously and are excited to share about women who broke down barriers and reached back to pull up the next generation.
For April's theme, we chose Science Mavens. This month we are shining a light on two amazing women who broke barriers in their respective fields in science. Our featured Science Maven for this episode is Florence Nightingale, the founder of what...2020-04-0739 min
A Little Louder NowEpisode 11: Interview with Matt WolniewiczIn this episode, Terra and Alex decided to do something a little different. This month we are featuring our good friend, colleague and ally, Matt Wolniewicz, Vice President of Sales at Fi360. Matt has been an advocate for The Bridge Initiative from the very start. In fact, most people don’t know this, but it was Matt who first suggested an event dedicated to women in finance at the Fi360 Conference. He has a unique ability to excite any room with his intense but positive energy. He cares deeply about his colleagues and his clients, believing in the power of go...2020-03-301h 00A Little Louder NowBreaking Barriers: March - Julia GilliardWelcome to the Breaking Barriers series of our A Little Louder Now podcasts. During this series, Alex and Alicia shine a light on two trailblazing women in a different themed topic each month. These two take their fangirling seriously and are excited to share about women who broke down barriers and reached back to pull up the next generation.
This month, our topic is Boss Babes. We are shining a light on two fearless women in power and leadership. Our featured Boss Babe for this episode is Julia Gilliard, the first and only woman to date to hold the positions...2020-03-2057 minA Little Louder NowBreaking Barriers: March - Benazir BhuttoWelcome to the Breaking Barriers series of our A Little Louder Now podcasts. During this series, Alex and Alicia shine a light on two trailblazing women in a different themed topic each month. These two take their fangirling seriously and are excited to share about women who broke down barriers and reached back to pull up the next generation.
This month, our topic is Boss Babes. We are shining a light on two fearless women in power and leadership. Our featured Boss Babe for this episode is Benazir Bhutto, the first woman democratically elected to lead a Muslim nation in...2020-03-1000 minA Little Louder NowEpisode 10: Interview with Robin GreenIn this episode, Terra and Alex speak with Robin Green, president and head of research at RGIdeas, an independent research and consulting company in the financial services industry. Robin also happens to be a former colleague and dear friend of ours. From the very beginning, Robin has charged ahead with a joie de vivre that had her destined for great things. A self-described bulldozer, we see Robin as a woman who drives hard toward her goals, refusing to let obstacles slow her down. But her edges are softened by an unyielding positivity and genuine care for everyone around her. Robin...2020-02-271h 11
A Little Louder NowBreaking Barriers: February - Katherine JohnsonWelcome to the Breaking Barriers series of our A Little Louder Now podcasts. During this series, Alex and Alicia shine a light on two trailblazing women in a different themed topic each month. These two take their fangirling seriously and are excited to share about women who broke down barriers and reached back to pull up the next generation.
This month, we celebrate Black History month. In keeping with that, our theme is Queens of Black History. Our featured Queen of Black History for this episode is Katherine Johnson. Without Mrs. Johnson, the US Space Program would likely not have...2020-02-1841 min
A Little Louder NowBreaking Barriers: February - Toni MorrisonWelcome to the Breaking Barriers series of our A Little Louder Now podcasts. During this series, Alex and Alicia shine a light on two trailblazing women in a different themed topic each month. These two take their fangirling seriously and are excited to share about women who broke down barriers and reached back to pull up the next generation.
This month, we celebrate Black History month. In keeping with that, our theme is Queens of Black History. Our featured Queen of Black History for this episode is Toni Morrison. Ms. Morrison is one of my most celebrated writers in American...2020-02-1139 min
A Little Louder NowBreaking Barriers: January - Barbara BushWelcome to the Breaking Barriers series of our A Little Louder Now podcasts. During this series, Alex and Alicia shine a light on two trailblazing women in a different themed topic each month. These two take their fangirling seriously and are excited to share about women who broke down barriers and reached back to pull up the next generation.
This month, our topic is Pioneering First Ladies. Our featured First Lady for this episode is Barbara Bush, the fearless matriarch of the Bush family. Mrs. Bush dedicated much of her life to helping people become literate. She was a fierce...2020-01-2833 min
A Little Louder NowBreaking Barriers: January - Dolley MadisonWelcome to the Breaking Barriers series of our A Little Louder Now podcasts. During this series, Alex and Alicia shine a light on two trailblazing women in a different themed topic each month. These two take their fangirling seriously and are excited to share about women who broke down barriers and reached back to pull up the next generation.
This month, our topic is Pioneering First Ladies. Our featured First Lady for this episode is Dolley Madison, the woman who defined the role of the President's spouse. Mrs. Madison did so much more than save the portrait of George Washington...2020-01-2135 min
A Little Louder NowEpisode 9: Interview with Marguerita ChengIn this episode, Alex and Terra speak with Marguerita Cheng, a certified financial planner who founded Blue Ocean Global Wealth in Rockville, Md. Marguerita is deeply passionate about forging real relationships with her clients that extend well beyond a portfolio. She has built a company based on inclusivity, compassion and authenticity. What you see is what you get! Alex and Terra wrapped up this conversation feeling empowered and inspired to do something good for ourselves and for our community. Not gonna lie, when we talked to Marguerita about all of the things she’s doing, we began assessing how we’re s...2020-01-1457 min
A Little Louder NowThis Month in Women's History: November - Roberta GibbDuring this installment of This Month in Women's History, we are discussing the life and impact of Roberta ‘Bobbi” Gibb, the first woman to have run the entire Boston Marathon and is recognized by the Boston Athletic Association as the pre-sanctioned era women’s winner in 1966, 1967, and 1968. Join Alicia and Kellie as they highlight the role Roberta had in women’s running in the United States.
Learn more about her impact:
https://womenintheworld.com/2015/04/20/the-incredible-story-of-bobbi-gibb-the-first-woman-to-run-the-boston-marathon/
https://en.wikipedia.org/wiki/Bobbi_Gibb
https://en.wikipedia.org/wiki/Boston_Marathon2019-12-3026 min
A Little Louder NowThis Month in Women's History: December - Muriel SiebertDuring this installment of This Month in Women's History, we are discussing the life and impact Muriel "Mickie" Siebert, the first woman to own a seat on the New York Stock Exchange. Join Alex and Alicia as they discuss Mickie's impact for women in the financial sector and how her glass-shattering role in finance still affects us today, as well as how her philanthropic efforts helped to shape the role of women in finance for decades to come. #MaverickMickie
Learn more about her impact:
https://en.wikipedia.org/wiki/Muriel_Siebert
https://www.investopedia.com/terms/m/muriel-siebert.asp
https...2019-12-2638 min
A Little Louder NowThis Month in Women's History: December - Eliza HamiltonDuring this bonus episode of This Month in Women's History, we are discussing the life and impact of Elizabeth "Eliza" Hamilton, the wife of Alexander Hamilton and a co-founder of the first orphanage in New York City. Join Alicia, Keely and Jenn as they highlight the role that Eliza played in the first steps of the United States of America while fulfilling the role of wife and mother to her family.
We also have some #breakingnews about the podcast just for you! #breakingbarriers
Happy Holidays from all of us at The Bridge Initiative!2019-12-2346 min
A Little Louder NowThis Month in Women's History: December - Hattie Wyatt CarawayDuring this installment of This Month in Women's History, we are discussing the life and impact of the first woman elected to serve a full term as a United States Senator: Hattie Wyatt Caraway. Join Alex and Alicia as they discuss Hattie's impact for women in the Senate and the United States Government through her door-shattering role in the US Senate.2019-12-1923 min
A Little Louder NowThis Month in Women's History: October - Georgia Neese ClarkDuring this installment of This Month in Women's History, we are discussing the life and impact of the first female Treasurer of the United States of America: Georgia Neese Clark. Join Alex and Alicia as they discuss Georgia's impact in Kansas and the United States Government through her door-shattering role as Treasurer and banking president.
Learn More About Her Impact:
https://en.wikipedia.org/wiki/Georgia_Neese_Clark
https://en.wikipedia.org/wiki/Grain_elevator
https://en.wikipedia.org/wiki/Clinton_Lake_(Kansas)
https://www.kshs.org/kansapedia/georgia-neese-clark-gray/12071
https://www.encyclopedia.com/women/encyclopedias-almanacs-transcripts-and-maps/clark-georgia-neese-1900-1995
https://en.wikipedia...2019-10-2233 min
A Little Louder NowThis Month in Women's History: October - Eleanor RooseveltDuring this installment of This Month in Women's History, we are discussing the life and impact of one of the most quoted women in America: Eleanor Roosevelt. Join Alex and Alicia as they discuss Eleanor Roosevelt's extraordinary contributions to human rights, feminism, the position of First Lady and, of course, literature.
Learn More About Her Impact:
https://www.whitehouse.gov/about-the-white-house/first-ladies/anna-eleanor-roosevelt/
https://www.britannica.com/biography/Eleanor-Roosevelt
https://www.womenshistory.org/education-resources/biographies/eleanor-roosevelt
https://www.fdrlibrary.org/en/er-biography
https://www.history.com/topics/first-ladies/eleanor-roosevelt
https://www.history.com/topics/first-ladies/eleanor-roosevelt-video
https://www.brainpop.com...2019-10-0851 min
A Little Louder NowEpisode 8: Interview with Courtenay ShipleySome of life’s greatest lessons can be learned by playing Oregon Trail. In this episode of “A Little Louder Now”, a podcast produced by The Bridge Initiative, an Fi360 project, Terra and Robbie explore the retirement plan industry with Courtenay Shipley, founder and chief planologist at Retirement Planology. Courtenay describes her unconventional journey from music major to retirement plan fanatic and the lessons she’s learned all along the way. And yes, the perils of the Oregon Trail came up more than once! Check out this great episode and make sure you listen until the end when you can play alo...2019-09-271h 09
CEO's You Should Know - PittsburghBill Mueller, CEO of Fi3602019-09-2411 min
A Little Louder NowThis Month in Women's History: September - Sandra Day O'ConnorDuring this installment of This Month in Women's History, we are discussing the life and impact of the first woman to serve on the Supreme Court: Sandra Day O'Connor. Join Alex and Alicia as they discuss SDOC's extraordinary contributions to law, the Supreme Court and gender equality.
Learn More About Her Impact:
https://www.cnbc.com/2018/10/22/sandra-day-oconnor-withdraws-from-public-life.html
https://en.wikipedia.org/wiki/Sandra_Day_O%27Connor#Supreme_Court_career
https://www.oyez.org/justices/sandra_day_oconnor
https://www.britannica.com/biography/Sandra-Day-OConnor
https://www.cnn.com/2018/10/23/politics/justice-sandra-day-oconnor-dementia-alzheimers/index.html
https://en.wikipedia.org/wiki/List_of_awards...2019-09-1956 min
A Little Louder NowThis Month in Women's History: September - Billie Jean KingDuring this installment of This Month in Women's History, we are discussing the life and impact of gender parity crusader and tennis legend Billie Jean King! Join Alex and Terra as they discuss Billie Jean's extraordinary contributions to tennis and gender equality, and, of course, the infamous Battle of the Sexes!
Learn More About Her Impact:
https://en.wikipedia.org/wiki/Billie_Jean_King
https://www.billiejeanking.com/
https://www.billiejeanking.com/biography/
https://www.espn.com/sportscentury/features/00016060.html
https://www.britannica.com/biography/Billie-Jean-King
https://www.tennisfame.com/hall-of-famers/inductees/billie-jean-king
https://www.womenssportsfoundation.org/athletes/our-athletes/billie-jean-king/
...2019-09-1239 min
A Little Louder NowEpisode 7: Interview with Rebecca HourihanIn this episode of “A Little Louder Now”, a podcast produced by The Bridge Initiative, an Fi360 project, Terra and Robbie teamed up for the first time to interview Rebecca Hourihan, founder and Chief Marketing Officer of 401(k) Marketing. Rebecca is smart, friendly, vivacious… she’s like a magnet. You just cannot help but be drawn to her. In this interview, Terra and Robbie fangirled over Rebecca and we know you will too!
Music & Editing by Jennifer Szakolczay2019-08-291h 20
A Little Louder NowThis Month in Women's History: August - Diane von FurstenbergDuring this installment of This Month in Women's History, we are discussing the life and social impact of fashion designer Diane von Furstenberg! Her overall mission in business and in life is to EMPOWER WOMEN. Join Kellie and Terra as they discuss Diane's extraordinary contributions and, of course, her famous wrap dress!
Learn More About Her Impact:
@DVF
https://en.wikipedia.org/wiki/Diane_von_Fürstenberg
https://www.businessoffashion.com/community/people/diane-von-furstenberg
https://www.dvf.com/2019-08-2032 min
A Little Louder NowThis Month in Women's History: August - Anne FrankDuring this installment of This Month in Women's History, we are discussing Anne Frank, author of “The Diary of a Young Girl”, which has been translated into over 60 languages and brought her posthumous fame. Join Alex and Alicia as they her life and legacy.
Learn more about her impact:
https://en.wikipedia.org/wiki/Anne_Frank
https://www.teenvogue.com/story/anne-franks-message-is-still-important-today
https://www.history.com/topics/world-war-ii/anne-frank-1
https://www.annefrank.org/en/anne-frank/who-was-anne-frank/
https://www.britannica.com/biography/Anne-Frank
Music & Editing by Jennifer Szakolczay2019-08-1328 min
A Little Louder NowEpisode 6: History Of Women's Rights with Sara HoukIn this episode of “A Little Louder Now”, a podcast produced by The Bridge Initiative, an Fi360 project, Alex and Kellie interviewed Sara Houk, the Vice President & General Counsel at Fi360 and member of the Bridge Initiative committee.
Sara enlightens us with her knowledge of the history of Women's Rights Movement from a legal perspective. Since 1777, women have been fighting for their rights and Alex, Kellie and Sara discuss how the years of progression have evolved.
Music & Editing by Jennifer Szakolczay2019-07-2443 min
A Little Louder NowThis Month in Women's History: July - MalalaDuring this installment of This Month in Women's History, we are discussing Malala Yousafzai, the youngest Nobel Laureate and a leader in the campaign for the right of all children to education. Join Alicia and Kellie as they discuss one of the most inspiring people on the planet.
Learn more about her impact:
https://www.malala.org/malalas-story
https://www.malala.org/gulmakai-network
https://www.nobelprize.org/prizes/peace/2014/yousafzai/biographical/
https://www.biography.com/activist/malala-yousafzai
Music & Editing by Jennifer Szakolczay2019-07-1218 min
A Little Louder NowThis Month in Women's History: July - Elizabeth Cady StantonDuring this installment of This Month in Women's History, we are talking about Elizabeth Cady Stanton; one of the primary architect of the first Women’s Rights Convention held on July 19, 1848. Join Alex and Kellie as they discuss one of the founders of the Women’s Rights Movement in America!
Learn more about her impact:
https://www.womenshistory.org/education-resources/biographies/elizabeth-cady-stanton
https://www.history.com/topics/womens-history/elizabeth-cady-stanton
https://www.biography.com/activist/elizabeth-cady-stanton
https://www.britannica.com/biography/Elizabeth-Cady-Stanton
https://www.nps.gov/wori/learn/historyculture/elizabeth-cady-stanton.htm
https://www.womenon20s.org/elizabeth_cady_stanton
http://www.femb...2019-07-0921 min
A Little Louder NowEpisode 5: Interview with Melissa RicheyIn this episode of “A Little Louder Now”, a podcast produced by The Bridge Initiative, an Fi360 project, Alex and Terra interviewed Melissa Richey, Vice President and Market Managing Director of Institutional Asset Management at PNC Capital Advisors.
That might be Melissa's fancy title today, but in their former lives, Melissa was just Terra’s boss. Terra was a new manager and an emotionally charged new mom who was working out how to balance the stress of work and home and marriage and self-care and Melissa was exactly the person she needed at the exact right time to gain confidence in her...2019-06-2858 min
A Little Louder NowThis Month in Women's History: June - Sally RideDuring this installment of This Month in Women's History, we are talking about Sally Ride. Join Alex and Jennifer as they discuss the first American woman in space who is still inspiring girls to pursue their dream careers in 'STEM'.
Learn more about her impact:
https://www.womenshistory.org/education-resources/biographies/sally-ride
https://www.nasa.gov/feature/sally-ride-first-american-woman-in-space
https://sallyridescience.ucsd.edu/about/sallyride/
https://en.wikipedia.org/wiki/Sally_Ride
https://www.space.com/16756-sally-ride-biography.html
https://www.biography.com/astronaut/sally-ride
https://science.ksc.nasa.gov/shuttle/technology/sts-newsref/stsover-prep.html#stsover-astrot
https://solarsystem.nasa.gov/people/1760/sally-ride-1951...2019-06-2527 min
A Little Louder NowThis Month in Women's History: June - Queen Elizabeth IIDuring this installment of This Month in Women's History, we discuss Queen Elizabeth II: the longest reigning British monarch, a patron of over 600 organizations and charities, and a lover of corgis. Elizabeth has provided steady guidance through all of the successes and failures of the past 66 years and is the only female in the royal family to serve in the military. Alicia and Alex toast to the Queen's life of service in the latest installment.
Episode Notes:
The Crown: https://en.wikipedia.org/wiki/The_Crown_(TV_series)
The Crown IMBD: https://www.imdb.com/title/tt4786824/
Length conversion: 7.2KM = 4.47...2019-06-1841 min
A Little Louder NowThis Month in Women's History: May - Joan of ArcDuring this installment of This Month in Women's History, we talk about Joan of Arc. "Joan embodies the word "trailblazer" because she refused to let the idea of her being a woman hold her back from the tasks that she felt compelled to achieve." - Terra McBride.
Learn more about her impact:
https://www.biography.com/military-figure/joan-of-arc
https://www.history.com/topics/middle-ages/saint-joan-of-arc
https://www.nationalgeographic.com/archaeology-and-history/magazine/2017/03-04/joan-of-arc-warrior-heretic-saint-martyr/
https://www.britannica.com/biography/Saint-Joan-of-Arc
http://thehistorychicks.com/episode-51-joan-of-arc/
https://www.britannica.com/event/Hundred-Years-War
https://www.historytoday.com/archive/end-hundred-years-war
https://www.futurelearn.com...2019-05-2941 min
A Little Louder NowThis Month in Women's History: May - Rosie the RiveterDuring this installment of This Month in Women's History, we talk about Rosie the Riveter. Rosie the Riveter is a cultural icon of World War II, representing the women who worked in factories and shipyards during World War II, many of whom produced munitions and war supplies. These women sometimes took entirely new jobs replacing the male workers who joined the military. Rosie the Riveter is used as a symbol of American feminism and women's economic power.
Learn more about her impact:
https://www.history.com/topics/world-war-ii/rosie-the-riveter
https://en.wikipedia.org/wiki/Rosie_the_Riveter
https://rosietheriveter.net/
...2019-05-1617 min
A Little Louder NowEpisode 4: Mothers DayIt’s May and we certainly couldn’t let the month pass without a podcast about Mother’s Day! Keely, Alicia and Terra got together to talk about the history of Mother’s Day and how they celebrate it, both with their children and their own mothers. But the conversation quickly turned to what it’s like to be a working parent and the things nobody told us about motherhood, including what maternity leave in the United States is actually like. Whether you’re a mom gearing up for your special day or you’re in your pre-family working years, there’s a littl...2019-05-091h 17
401(k) RoundtableThe Future of Fiduciary... Is Not Fiduciary?The title for this episode might seem a little confusing, but after you listen to my conversation with Don Trone, CEO and Co-founder of 3Ethos it will make a lot more sense. This is Don’s second visit to the podcast, if you missed his first one, Building a Stronger Retirement Plan Fiduciary, it is a great listen as well. Today we kick off with a quick post mortem on the DOL fiduciary rule and thoughts on the movements within some states to create their own version of a fiduciary rule. We also tackle a bigger question of whether you...2019-05-031h 01
A Little Louder NowThis Month in Women's History: April - Barbara WaltersDuring this installment of This Month in Women's History, we talk about Barbara Walters the first female co-host of a nationally syndicated American news program and the first female co-anchor of a network evening news program.
Learn more about her impact:
https://en.wikipedia.org/wiki/Barbara_Walters
Music & Editing by Jennifer Szakolczay2019-04-2914 min
A Little Louder NowThis Month in Women's History: April - Jackie MitchellDuring this installment of This Month in Women's History, we talk about Jackie Mitchell, the first female pitcher in professional baseball.
Learn more about her impact:
https://en.wikipedia.org/wiki/Jackie_Mitchell
https://www.smithsonianmag.com/history/the-woman-who-maybe-struck-out-babe-ruth-and-lou-gehrig-4759182/
Music & Editing by Jennifer Szakolczay2019-04-2319 min
A Little Louder NowEpisode 3: Interview with Lisa BrignoniIn this episode of “A Little Louder Now”, a podcast produced by The Bridge Initiative, an Fi360 project, Alicia and Terra interview Lisa Brignoni, a wealth management operations and technology leader.
Lisa is currently the Women in Investment Management and Programs Chair for the CFA Society in Pittsburgh. Terra had the pleasure of working with Lisa in a previous role, which is where they met, and she is always struck by how intricate Lisa’s examination is of any experience. Lisa has a razor-sharp mind for analysis, as exhibited in her roles as a portfolio analyst, but whenever she was tapped f...2019-04-1652 min
A Little Louder NowThis Month in Women's History: March - Abigail AdamsDuring this installment of This Month in Women's History, we talk about Abigail Adams, Revolutionary Women's Rights Advocate.
Learn more about her impact:
https://www.history.com/topics/first-ladies/abigail-adams
https://www.youtube.com/watch?v=AdDV3OJ6eUk
https://www.youtube.com/watch?v=AdDV3OJ6eUk
https://founders.archives.gov/documents/Adams/04-01-02-0241
https://www.history.com/this-day-in-history/abigail-adams-asks-her-husband-to-remember-the-ladies
https://www.amazon.com/Letters-John-Abigail-Adams-ebook/dp/B00AWJMUNE/ref=sr_1_6?ie=UTF8&qid=1547830708&sr=8-6&keywords=abigail+adams+a+revolutionary+american+woman
https://www.youtube.com/watch?v=lCMm-u5QOVw
https://www.c-span.org/video/?310725-1/lady-abigail-adams
...2019-03-2828 min
A Little Louder NowEpisode 2: Interview with Kim Griego-KielIn this episode of “A Little Louder Now”, a podcast produced by The Bridge Initiative, an Fi360 project, Alex and Alicia interview Kim Kiel!
We are so excited to kick off our interview series with Kim Griego-Kiel, President of Horizons Sustainable Financial Services. Kim is an AIF® Designee and her company focuses on socially responsible investing, community investment and shareholder activism, and how they align with the values and financial goals for her clients. In this episode, We spend some time with Kim to talk about everything from the challenge of connecting with millennial investors, why mentorship within the industry is so...2019-03-2535 min
A Little Louder NowThis Month in Women's History: March - International Women's DayLearn about the history and impact of International Women's Day:
http://www.un.org/en/events/womensday/history.shtml
https://www.infoplease.com/international-womens-day
https://en.wikipedia.org/wiki/International_Women%27s_Day
https://www.internationalwomensday.com/
https://www.youtube.com/watch?v=fLKFJUHQXi8
Music & Editing by Jennifer Szakolczay2019-03-0824 min
A Little Louder NowThis Month In Women's History: February - Misty CopelandCelebrate Black History Month with us as we honor Misty Copeland and the impact she has made on all women.
Learn more about for impact:
https://mistycopeland.com/about-2/
https://www.newyorker.com/magazine/2014/09/22/unlikely-ballerina
https://en.wikipedia.org/wiki/Misty_Copeland
Music & Editing by Jennifer Szakolczay2019-02-2737 min
A Little Louder NowThe Month In Women's History: February - Shirley ChisholmCelebrate Black History Month with us as we honor Shirley Chisholm and the impact she has made on all women.
Learn about her impact:
https://nmaahc.si.edu/shirley-chisholm-president
http://mentalfloss.com/article/87244/12-facts-about-shirley-chisholm-first-african-american-run-president
Music & Editing by Jennifer Szakolczay2019-02-2613 min
A Little Louder NowThis Month In Women's History: January - Betty White & Nellie RossLearn about this month's trailblazers and the impact they have made on those around the world.
Learn more about their impact:
https://en.wikipedia.org/wiki/Betty_White
https://www.imdb.com/name/nm0924508/
https://www.cnn.com/2018/09/17/entertainment/betty-white-2018-emmy-awards/index.html
http://www.uwyo.edu/lawlib/libraryinfo/displaycase/nellietayloeross.html
https://www.wyohistory.org/encyclopedia/ambition-nellie-tayloe-ross
https://en.wikipedia.org/wiki/Nellie_Tayloe_Ross
Music & Editing by Jennifer Szakolczay2019-02-2238 min
A Little Louder NowEpisode 1: The Bridge InitiativeHear about the heart of The Bridge Initiative and learn about what you can expect in the upcoming months. Alex, Alicia, Kellie and Terra discuss how this initiative came to be.
Find out more at www.fi360bridge.com
Editing by Charise Barner
Music by Jennifer Szakolczay2019-02-1220 min401(k) RoundtableBuilding a Stronger Retirement Plan Fiduciary: The Importance of Leadership & StewardshipWhen you take a new job or start with a new company, generally there is a job description, clear roles & responsibilities, a training program or on boarding process to help you get your feet underneath you in your new role. However, when employers create a retirement plan committee many of the people they tap to be members, and thus plan fiduciaries, have never been a fiduciary to a workplace retirement plan and aren’t really sure what that means and receive no training. If this sounds at all familiar, my guest today, Don Trone, is the Co-founder & CEO of 3Etho...2017-12-011h 04401(k) RoundtableA Broker, Cowboy or Consultant: Which Type of 401(k) Advisor Are You Working With?Employers and Retirement Plan Fiduciaries have the difficult task of selecting retirement plan advisors. The names and titles alone can be incredibly confusing! Of the 100,000 practicing advisors, 3,000 are active in the retirement market and may be considered "DC Specialists" as my guest Robin Green, SVP & Head of Data & Analytics at Ann Schleck & Company | Fi360 would call them. She breaks down DC specialists into three sub-categories: The Broker, the Cowboy, and the Consultant. Additionally, we discuss: Three types of fiduciaries and what it means when an advisor claims 3(21), 3(38), and participant level fiduciary status. Three important questions to ask your...2017-06-2351 min401(k) RoundtableA Broker, Cowboy or Consultant: Which Type of 401(k) Advisor Are You Working With?Employers and Retirement Plan Fiduciaries have the difficult task of selecting retirement plan advisors. The names and titles alone can be incredibly confusing! Of the 100,000 practicing advisors, 3,000 are active in the retirement market and may be considered "DC Specialists" as my guest Robin Green, SVP & Head of Data & Analytics at Ann Schleck & Company | Fi360 would call them. She breaks down DC specialists into three sub-categories: The Broker, the Cowboy, and the Consultant. Additionally, we discuss: Three types of fiduciaries and what it means when an advisor claims 3(21), 3(38), and participant level fiduciary status. Three important questions to ask your...2017-06-2351 min
Fi360 Fiduciary TalkFi360 Fiduciary Talk 48: Health Savings Accounts in the Fiduciary ProcessWhile the direction of health care is nearly impossible to predict, the rise in health savings accounts appears to be inevitable. And under the DOL fiduciary rule, advice on these accounts will be considered a fiduciary act. In this episode, Blaine and Duane discuss HSAs and what advisors need to know when considering these accounts for their clients. <br /><br /><br /><iframe frameborder="no" height="450" scrolling="no" src="https://w.soundcloud.com/player/?url=https%3A//api.soundcloud.com/tracks/322326730&auto_play=false&hide_related=false&show...2017-05-1221 minFi360 Fiduciary TalkFi360 Fiduciary Talk 47: Filling the void in guaranteed retirement incomeAs new guaranteed income solutions crop up in the market, regulators appear to be on board with making them more accessible via 401(k) plans. In this episode, Blaine and Duane discuss the trends driving the guaranteed income market and what regulators have said in terms of making them available to participants, including as QDIAs. <br /><br /><br /><iframe frameborder="no" height="450" scrolling="no" src="https://w.soundcloud.com/player/?url=https%3A//api.soundcloud.com/tracks/313008362&auto_play=false&hide_related=false&show_comments=true&...2017-03-1721 minFi360 Fiduciary TalkFi360 Fiduciary Talk 46: Fiduciary duties of elected officialsWhen the government engages in rulemaking, as in the case of the DOL’s “fiduciary” rule, their duty is to develop policies that are in the bests interests of the public. Does that equate to a fiduciary duty akin to the one expected for investment advisors? In this episode, Blaine makes the argument that it does and discusses with Duane the sources of those fiduciary duties. <br /><br /><br /><iframe frameborder="no" height="450" scrolling="no" src="https://w.soundcloud.com/player/?url=https%3A//api.soundcloud.com/tracks/311395263&auto_play=false&am...2017-03-0821 minFi360 Fiduciary TalkFi360 Fiduciary Talk 45: Fiduciary Rule scores victory in TexasEven with a delay possibly forthcoming via the President’s executive order, the DOL’s “Fiduciary” Rule won an important victory when it was upheld in a Texas court decision. In this episode, Blaine and Duane discuss the latest developments in the ongoing battle over the DOL Conflict of Interest rule, what happens next, and what advisors should do now. <br /><br /><br /><iframe frameborder="no" height="450" scrolling="no" src="https://w.soundcloud.com/player/?url=https%3A//api.soundcloud.com/tracks/307059764&auto_play=false&hide_related=false&show...2017-02-1021 minFi360 Fiduciary TalkFi360 Fiduciary Talk 44: DOL Releases Second Set of FAQsIn this episode, Blaine and Duane discuss the release of a second set of FAQs from the DOL on its Conflicts of Interest Rule. The new FAQs cover a number of scenarios, with a particular focus on activities that would not be considered fiduciary recommendations under the new definition. <br /><br /><br /><iframe frameborder="no" height="450" scrolling="no" src="https://w.soundcloud.com/player/?url=https%3A//api.soundcloud.com/tracks/305815542&auto_play=false&hide_related=false&show_comments=true&show_user=true&...2017-02-0221 minFi360 Fiduciary TalkFi360 Fiduciary Talk 43: Titles used by advisers can trigger fiduciary statusAn overlooked aspect of the DOL’s fiduciary rule is that it introduces a “holding out” fiduciary status, where titles that imply fiduciary status will hold the advisor to that standard. Even with the uncertainty around the fiduciary rule, this trend appears likely to continue, as even opponents of the rule have demonstrated support for regulating titles that cause confusion with the investing public.<br /><br /><br /><iframe width="100%" height="450" scrolling="no" frameborder="no" src="https://w.soundcloud.com/player/?url=https%3A//api.soundcloud.com/tracks/302404770&auto_play=false&hi...2017-01-1221 minFi360 Fiduciary TalkFi360 Fiduciary Talk 42:The AIF, is it a marketing tool?Fi360's director, J. Richard Lynch, AIF<sup>®</sup> was a guest on the 401k Study Group Radio show with Chuck Hammond discussing what the AIF<sup>®</sup> is and how advisors should be using it.<br /><br /><iframe frameborder="no" height="450" scrolling="no" src="https://w.soundcloud.com/player/?url=https%3A//api.soundcloud.com/tracks/298619767&auto_play=false&hide_related=false&show_comments=true&show_user=true&show_reposts=false&visual=true" width="100%">...2016-12-2121 minFi360 Fiduciary Talkfi360 Fiduciary Talk 41: Don’t discount the importance of disclosures<span style="background-color: white; color: #333333; font-family: "helvetica neue" , "helvetica" , "arial" , sans-serif; font-size: 14px; line-height: 20px;">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. </span><br /><br /><iframe frameborder="no" height="450" scrolling="no" src="https://w.soundcloud.com/player/?url=https%3A//api.soundcloud.com/tracks/290992991&auto_play=false&hide_related=false&show_comments=true&am...2016-11-0121 minFi360 Fiduciary Talkfi360 Fiduciary Talk 39: What the election means for advisors and the fiduciary standard<span style="background-color: white; color: #333333; font-family: "helvetica neue" , "helvetica" , "arial" , sans-serif; font-size: 14px; line-height: 20px;">With the 2016 election just days away, Blaine chats with Duane about what a Clinton or Trump administration would mean for advisors, including what’s on their respective campaign platforms and turnover at the regulatory agencies. In addition, they take a look at the implications of the Congressional elections.</span> <br /><br /><iframe frameborder="no" height="450" scrolling="no" src="https://w.soundcloud.com/player/?url=ht...2016-11-0121 minFi360 Fiduciary Talkfi360 Fiduciary Talk 38: What advisors need to know about cybersecurity<span style="background-color: white; color: #333333; font-family: "helvetica neue" , "helvetica" , "arial" , sans-serif; font-size: 14px; line-height: 20px;">Ben Aikin, Vice President of Learning and Development of fi360 and Wes Stillman, Founder and President of Rightsize Solutions, discuss the vulnerabilities most advisors share and the steps any advisor can take now to better protect themselves from Cyberattacks.</span><br /><br /><iframe frameborder="no" height="450" scrolling="no" src="https://w.soundcloud.com/player/?url=https%3A//api.soundcloud.com/tracks/287208005&auto...2016-10-1121 minFi360 Fiduciary Talkfi360 Fiduciary Talk 37: A Fiduciary Angle to Business Continuity?<span style="background-color: white; color: #333333; font-family: "helvetica neue" , "helvetica" , "arial" , sans-serif; font-size: 14px; line-height: 20px;">As a fiduciary, should all advisors have emergency plans to deal with the unexpected? Blaine and Duane discuss recent state and SEC actions on business continuity rules and the case being made by the SEC to tie the rule to fiduciary duties.</span><br /><br /><iframe width="100%" height="450" scrolling="no" frameborder="no" src="https://w.soundcloud.com/player/?url=https%3A//api.soundcloud.com...2016-09-0921 minFi360 Fiduciary Talkfi360 Fiduciary Talk 36: Changes to the SEC Liquidity Rules for Money Market Funds<span style="background-color: white; color: #333333; font-family: "helvetica neue" , "helvetica" , "arial" , sans-serif; font-size: 14px; line-height: 20px;">Duane and Blaine discuss the SEC's liquidity rules for money market funds and what the rule means for advisors. </span><br /><br /><iframe frameborder="no" height="450" scrolling="no" src="https://w.soundcloud.com/player/?url=https%3A//api.soundcloud.com/tracks/282115922&auto_play=false&hide_related=false&show_comments=true&show_user=true&show...2016-09-0921 min401(k) Roundtable401(k) Fiduciary Fundamentals and Freebies!Episode Summary If you have been involved in working with retirement benefit plans over the last several years, you have probably been told more times than you can remember that your 401(k) plan comes with fiduciary responsibility. You also have likely noticed the proliferation of 401(k) lawsuits, and that the DOL has released their new Conflict of Interest rule which redefines how one can become a fiduciary. With all of this going on, and the questions that have ensued, I thought it would be a good time to have Blaine AIkin, the Executive Chairman of Fi360, help pr...2016-08-181h 08401(k) Roundtable401(k) Fiduciary Fundamentals and Freebies!Episode Summary If you have been involved in working with retirement benefit plans over the last several years, you have probably been told more times than you can remember that your 401(k) plan comes with fiduciary responsibility. You also have likely noticed the proliferation of 401(k) lawsuits, and that the DOL has released their new Conflict of Interest rule which redefines how one can become a fiduciary. With all of this going on, and the questions that have ensued, I thought it would be a good time to have Blaine AIkin, the Executive Chairman of Fi360, help pr...2016-08-181h 08Fi360 Fiduciary Talkfi360 Fiduciary Talk 35: The Impact of DOL’s Fiduciary Rule on Suitability Requirements<span style="background-color: white; color: #333333; font-family: "helvetica neue" , "helvetica" , "arial" , sans-serif; font-size: 14px; line-height: 20px;">Blaine and Duane discuss how the DOL's final fiduciary rule impacts advisors who have been operating under suitability requirements associated with insurance and securities laws. </span><br /><br /><iframe frameborder="no" height="450" scrolling="no" src="https://w.soundcloud.com/player/?url=https%3A//api.soundcloud.com/tracks/276693844&auto_play=false&hide_related=false&show_comments=true&...2016-08-0321 minFi360 Fiduciary Talkfi360 Fiduciary Talk 34: Target Date Funds and How They Are Used in QDIAs<span style="background-color: white; color: #333333; font-family: "helvetica neue" , "helvetica" , "arial" , sans-serif; font-size: 14px; line-height: 20px;">Blaine and Duane discuss the rapid growth of TDFs as QDIAs, how advisors should consider whether TDFs make sense for their client, and how to compare TDF products. </span><br /><br /><iframe frameborder="no" height="450" scrolling="no" src="https://w.soundcloud.com/player/?url=https%3A//api.soundcloud.com/tracks/276693689&auto_play=false&hide_related=false&show_comments...2016-08-0321 minFi360 Fiduciary Talkfi360 Fiduciary Talk 33: Collective Investment Trusts Capturing Assets and Attention<span style="background-color: white; color: #333333; font-family: "helvetica neue" , "helvetica" , "arial" , sans-serif; font-size: 14px; line-height: 20px;">Collective Investment Trusts (CITs) have been capturing lots of attention and assets lately. CITs offer retirement plan fiduciaries an attractive, generally lower-cost, alternative to mutual funds. CITs have also caught the attention of regulators and litigators. Plan fiduciaries and investment fiduciary advisors need to be well versed in CITs and how to evaluate them. In this podcast, fi360 Executive Chairman Blaine Aikin and Chief Product & Strategy Officer John Faustino...2016-07-2821 minFi360 Fiduciary Talkfi360 Fiduciary Talk 32: Reverse Churning and How the DOL Addresses the Problem Under the New DOL Rule<span style="background-color: white; color: #333333; font-family: "helvetica neue" , "helvetica" , "arial" , sans-serif; font-size: 14px; line-height: 20px;">What is Reverse Churning? This is the opposite of excessive trading in a brokerage account. These are illegal practices that pad an unethical advisors wallet. Reverse Churning occurs when an advisor places the clients assets in an advisory account, and charges an on going management fee and they get paid for not providing enough services that justify that compensation that comes in on that fee fee basis. </span><...2016-07-0521 minFi360 Fiduciary Talkfi360 Fiduciary Talk 31: DOL Rule a Cultural Perspective - Sales vs Advisory Approach<span style="background-color: white; color: #333333; font-family: "helvetica neue" , "helvetica" , "arial" , sans-serif; font-size: 14px; line-height: 20px;">Sales and advisory organizations are fundamentally different. That is the premise of the Labor Department's new conflict-of-interest rule. They have different priorities, which shape the culture and practices that exist in each. Consequently, they must be regulated differently and should be distinguishable to the public.</span><br /><br /><iframe allowfullscreen="" frameborder="0" height="30" mozallowfullscreen="true" src="https://archive.org/embed/050316PodcastBICEcomplianceUpdated" webkitallowfullscreen="true" width="500">...2016-07-0521 minFi360 Fiduciary Talkfi360 Fiduciary Talk 30: An interview with Sheri Fitts, President at Shoe Fitts Marketing<span style="background-color: white; color: #333333; font-family: "helvetica neue" , "helvetica" , "arial" , sans-serif; font-size: 14px; line-height: 20px;">An interview with Sheri Fitts, President at Shoe Fitts Marketing, who was a speaker at INSIGHTS 2016. We spoke with Sheri about her conference session, Your Brand, Your Business, Your Bottomline. </span><br /><br /><iframe allowfullscreen="" frameborder="0" height="140" mozallowfullscreen="true" src="https://archive.org/embed/SheriFitts" webkitallowfullscreen="true" width="500"></iframe><div class="feedflare">
<a href="http://feeds.feedburner.com/~...2016-07-0521 minFi360 Fiduciary Talkfi360 Fiduciary Talk 29: An interview with Scott Reed, CEO at Hardy Reed<span style="background-color: white; color: #333333; font-family: "helvetica neue" , "helvetica" , "arial" , sans-serif; font-size: 14px; line-height: 20px;">An interview with Scott Reed, CEO at Hardy Reed, who was a speaker at INSIGHTS 2016. We spoke with Scott about his conference session, Devil or Angel: Is There Profit in Working with Non-Profits? </span><br /><br /><iframe allowfullscreen="" frameborder="0" height="140" mozallowfullscreen="true" src="https://archive.org/embed/ScottReed" webkitallowfullscreen="true" width="500"></iframe><div class="feedflare">
<a href="http...2016-07-0521 minFi360 Fiduciary Talkfi360 Fiduciary Talk 28: An interview with Gary Sutherland, CEO of NAPLIA, and Paul Smith, SVP of NAPLIA<span style="background-color: white; color: #333333; font-family: "helvetica neue" , "helvetica" , "arial" , sans-serif; font-size: 14px; line-height: 20px;">An interview with Gary Sutherland, CEO of NAPLIA, and Paul Smith, SVP of NAPLIA, who were speaker at INSIGHTS 2016. We spoke with Gary and Paul about their conference session, What You Need to Know About Cybersecurity.</span><br /><br /><iframe allowfullscreen="" frameborder="0" height="140" mozallowfullscreen="true" src="https://archive.org/embed/NAPLIA" webkitallowfullscreen="true" width="500"></iframe><div class="feedflare">
<...2016-07-0521 minFi360 Fiduciary Talkfi360 Fiduciary Talk 27: An interview with Mike Phillips, Chief Scientist & CEO at MacroRisk Analytics<span style="background-color: white; color: #333333; font-family: "helvetica neue" , "helvetica" , "arial" , sans-serif; font-size: 14px; line-height: 20px;">An interview with Mike Phillips, Chief Scientist & CEO at MacroRisk Analytics, who was a speaker at INSIGHTS 2016. We spoke with Mike about his conference session, Portfolio Optimization Strategy: Matching Models with Time Horizons </span><br /><br /><iframe allowfullscreen="" frameborder="0" height="140" mozallowfullscreen="true" src="https://archive.org/embed/MikePhillips" webkitallowfullscreen="true" width="500"></iframe><div class="feedflare">
<a...2016-07-0521 minFi360 Fiduciary Talkfi360 Fiduciary Talk 26: An interview with Mary Kathryn Campion, President at Champion Capital Research<span style="background-color: white; color: #333333; font-family: "helvetica neue" , "helvetica" , "arial" , sans-serif; font-size: 14px; line-height: 20px;">An interview with Mary Kathryn Campion, President at Champion Capital Research, who was a speaker at INSIGHTS 2016. We spoke with Mary Kathryn about her conference session, Organize 'TMI' and Improve Portfolio Risk Management </span><br /><br /><iframe allowfullscreen="" frameborder="0" height="140" mozallowfullscreen="true" src="https://archive.org/embed/MaryKathrynCampion" webkitallowfullscreen="true" width="500"></iframe><div class="feedflare">
<a href="http...2016-07-0521 minFi360 Fiduciary Talkfi360 Fiduciary Talk 25: An interview with Eric Roberge, President at Beyond Your Hammock<span style="background-color: white; color: #333333; font-family: "helvetica neue" , "helvetica" , "arial" , sans-serif; font-size: 14px; line-height: 20px;">An interview with Eric Roberge, President at Beyond Your Hammock, who was a speaker at INSIGHTS 2016. We spoke with Eric about his conference session, Engaging Millennials - The Rubik's Cube of Financial Planning.</span><br /><br /><iframe allowfullscreen="" frameborder="0" height="140" mozallowfullscreen="true" src="https://archive.org/embed/EricRoberge" webkitallowfullscreen="true" width="500"></iframe><div class="feedflare">
<a href="http...2016-07-0521 minFi360 Fiduciary Talkfi360 Fiduciary Talk 24: An interview with David Bromelkamp, President/CEO at Allodium<span style="background-color: white; color: #333333; font-family: "helvetica neue" , "helvetica" , "arial" , sans-serif; font-size: 14px; line-height: 20px;">An interview with David Bromelkamp, President/CEO at Allodium, who was a speaker at INSIGHTS 2016. We spoke with David about his conference session, Fiduciary Investment Management for Trusts: How to Use Questions to Help Trustees.</span><br /><br /><iframe allowfullscreen="" frameborder="0" height="140" mozallowfullscreen="true" src="https://archive.org/embed/DavidBromelkamp" webkitallowfullscreen="true" width="500"></iframe><div class="feedflare">
<a...2016-07-0521 min