Today, early bird registration opened for our 2010 Conference, which is being held May 5-7 in Orlando. It will be our sixth annual conference featuring many of the leading minds in the industry on fiduciary-related topics. It is a valuable event with great content for both fiduciary novices and those who are experienced in fiduciary responsibility alike. You can visit our conference page for more information about this year's and past conferences. We have not yet announced an agenda, but past speakers include Fred Reish, Bob Veres, Lou Harvey of Dalbar, Brian Hamburger, Josh Itzoe of Fixing the 401(k), Matt Hutcheson, Roger Gibson, Susan Mangiero of Pension Risk Matters, and Carl Richards of Behavior Gap, just to name a few.
The event is exhibitor and sponsor free, and, in addition to the first-rate speakers, has one of the highest caliber of attendees you'll find at an investment industry event. Many of the attendees have been to multiple, if not all, of our past conferences and are at the forefront of incorporating fiduciary processes in to their practices. We encourage you to check us out and feel free to send emails to conference@fi360.com if you have any questions. Early bird prices are only good through November, so register soon!
Now on to the best links of the past week:
In the news/commentary:
- TD Ameritrade and Schwab may be teaming up their advocacy efforts.
- Eight things to keep RIAs from answering to SIFMA
- How SRI can go hand-in-hand with fiduciary principles
- Life planning and the three questions to ask an investor preparing for retirement
- SEC and CFTC propose fiduciary standard for commodities advisors
From the organizations/associations/government/academia:
- The IAA says it supports self-funding of the SEC
- The new Reish Adviser Report looks at benchmarking, 12b-1 fees, legal updates and more.
From the blogs:
- Kate McBride looks at the "authentic" vs. "federal" versions of the fiduciary standard
- Introducing the Fiduciary News blog
Have a link we missed? Leave them in the comments section or email us at blog@fi360.com. For more of the best links during the week, make sure you follow us on Twitter.
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