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Best Fiduciary Conference: Fi360 2017
May 21, 2017 @ 8:00 am - May 23, 2017 @ 1:00 pm
The Fi360 organization started in 1999 as the Center for Fiduciary Studies, created to provide education around the fiduciary standard of care and how to implement it (which at the time, was primarily in the context of executing fiduciary duty for ERISA plans). Since then, the organization has evolved to include a fiduciary toolkit for financial advisors, the Accredited Investment Fiduciary (AIF) designation, and more, all housed under the Fi360 umbrella.
Accordingly, the annual Fi360 conference has long been the leading event that gathers together practitioners focused on best practices in executing fiduciary duty. But with the Department of Labor’s fiduciary rule initially taking effect in 2017, with the full rollout of BICE requirements on January 1st of 2018, the Fi360 conference has become the place to be for all things fiduciary, far beyond the scope of “just” those who work in the ERISA qualified plan space.
So for those who are still struggling to understand the longer term implications of the DoL fiduciary rule in their business, or who want to start building towards fiduciary best practices as the rule kicks in, the Fi360 conference is the place to be in 2017.