Fiduciary Links: See you on the road

Two of the bigger industry conferenes take place the next two weeks.  First is the CFDD 2009 Advisor Conference, October 5-7 in Scottsdale, AZ followed by FPA 2009, October 10-13 in Anaheim. A look at the agendas for both of these conferences shows that fiduciary issues will be prominently featured at both events.  CFDD in particular features a number of fiduciary-focused sessions from designees and other friends of fi360.  With both of these conferences drawing such large attendance, we expect a number of our readers will be there.  Fi360 will be exhibiting at both events, so make sure you stop by and let us know that you are a regular reader of the fi360 Blog. Some of our best ideas come from the face-to-face interaction we have on the road.

Now on to the best links from the past week.

In the news/commentary:

• Geithner says "time is the enemy" of financial regulatory reform
• Advisors no longer thought to have the answers in the post-trust era
• Pittsburgh a model of economic diversity and symbol for the G-20 Summit
• DOL not waiting on Congress to address investment advice rules
• Contrary to what we thought, one report says Congress may forego the fiduciary issue and leave it in the SEC's hands.
• An InvestmentNews opinion column looks at Rakoff's decision in the Bank of America case.
• An Other Voice in InvestmentNews shoots holes in the idea that stocks vs. bonds is an either/or decision
• Another consumer-directed article explaining the fiduciary debate
• Roger Levy advocates participant-direction for 401(k) plans

From the organizations/associations/government/academia:

• The new Report to Plan Sponsors from Reish & Reicher covers "hard times" issues.
• A group of fi360 members is holding their second Fiduciary Forum in Western Michigan

From the blogs:

• The Broker's World blog sees fiduciary-processes becoming voluntarily adopted
• The WSJ Financial Adviser blog agrees and says becoming a fiduciary is inevitable just to stay competitive
• Is your firm capable of introducing venture finance into your clients' portfolios?
• The most common fiduciary shortfalls plan sponsors make and how to correct them
• Things are a little too quiet for Bob Clark in the regulatory reform debate

For more of the best links during the week, make sure you follow us on Twitter.