fi360's Insights 2016 Features Industry Leading Advisors, Speakers As DOL Rule Nears Release

PITTSBURGH, March 24, 2016 /PRNewswire/ -- As the financial services industry awaits the imminent release of the DOL's fiduciary rule, fi360 is making final preparations to host their annual, fiduciary-focused conference on April 6-8 in San Diego, and is expecting a record number of attendees.

The conference has multiple sessions focused on the changing legal and regulatory environment and the impact on advisors, including breakouts featuring ERISA attorney Fred Reish, Partner at Drinker Biddle, Dr. Greg Kasten, founder and CEO of advisory firm Unified Trust, and Blaine Aikin, executive chairman of fi360.

The conference will feature 33 sessions and more than 40 speakers addressing a wide variety of topics for all types of financial services providers who serve a diverse set of clients. The general session speakers for the event are:  

• Lou Holtz, former head coach of Notre Dame football
• Ron Insana, contributor at CNBC and MSNBC
• John Bowman, Managing Director for the Americas of CFA Institute

Over the years, the conference has developed a reputation as the go-to event for those seeking to better understand the fiduciary standard of care and how to apply it as part of a successful business. "It speaks volumes that so many high caliber professionals and distinguished speakers find ours an event that is indispensable to their ongoing development as a professional," said Mr. Aikin. "For all of the disruption occurring throughout the industry, no one should be more prepared than the people in our audience."

For more information about the 2016 fi360 Conference, including the agenda and registration instructions, please visit: http://www.fi360.com/fi360-conference

About fi360

Fi360's mission is to help institutions and advisors gather, grow, and protect assets through better investment and business decision-making. Fi360's capabilities include professional development, software applications, and research and practice management. Fi360 is the home of the AIF® designation and the fi360 Toolkit®, and is the parent company of Ann Schleck & Co., CEFEX, and IPS AdvisorPro. For more information about fi360, please visit www.fi360.com or call (866) 390-5080.

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