Hello from the fi360 Conference. We kicked off this morning with opening remarks from Blaine, a general session from Fred Reish and the first round of breakout sessions. This is our fifth annual conference and hopefully our best yet. In addition to the conference activities, we also held an AIF Capstone program and an fi360 Toolkits Workshop in the previous few days here in Scottsdale. This picture is of our Tools Product Manager Dave Palascak doing some one-on-one interaction from the workshop:
Blaine's opening remarks were about the great opportunity we currently have to see a robust, ERISA-level fiduciary standard applied universally for all investment advice. The real danger is a watering-down effect as fiduciary levels of care are applied to the commercial standard and the two standards are "harmonized." He then called on the conference attendees to work as advocates where they can, through public and private speaking, involvement in professional associations, and always providing their services to the highest level care.
We'll post updates as the conference goes on and we're also live-Twittering, so make sure you follow us on Twitter, and note the Twitter feed to the right of this posting. We also have some attendees sending in their live Tweets, so make sure you check out BehaviorGap, Actium, and George Gay. If you are here in Scottsdale and Tweeting, make sure to use the #fi360_09 hash tag so that we can find your updates and plug your Twitter account.
Finally, we'd like to point out that this is our one-year anniversary! It was day one of last year's conference that we publicly launched the blog. We hope that we've gotten better at it over the last year and thank everyone for helping our readership consistently increase over that time. We're also looking forward to our new hire Kristina Fausti (see our last post) getting into the swing of things as we expect her to be a valuable blogger for fi360.
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