Informações:
Sinopse
The Fiduciary Talk podcast series centers around pertinent industry topics and provides important overviews of what’s happening in regulation, in the marketplace, and technology to affect the standard of care for investment advice. The podcasts are a great way to get up-to-date on current trends and receive helpful insights from subject matter experts at Fi360 and from across the financial industry.
Episódios
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![fi360 Fiduciary Talk 27: An interview with Mike Phillips, Chief Scientist CEO at MacroRisk Analytics]()
fi360 Fiduciary Talk 27: An interview with Mike Phillips, Chief Scientist & CEO at MacroRisk Analytics
05/07/2016An interview with Mike Phillips, Chief Scientist & CEO at MacroRisk Analytics, who was a speaker at INSIGHTS 2016. We spoke with Mike about his conference session, Portfolio Optimization Strategy: Matching Models with Time Horizons
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![fi360 Fiduciary Talk 26: An interview with Mary Kathryn Campion, President at Champion Capital Research]()
fi360 Fiduciary Talk 26: An interview with Mary Kathryn Campion, President at Champion Capital Research
05/07/2016An interview with Mary Kathryn Campion, President at Champion Capital Research, who was a speaker at INSIGHTS 2016. We spoke with Mary Kathryn about her conference session, Organize 'TMI' and Improve Portfolio Risk Management
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![fi360 Fiduciary Talk 25: An interview with Eric Roberge, President at Beyond Your Hammock]()
fi360 Fiduciary Talk 25: An interview with Eric Roberge, President at Beyond Your Hammock
05/07/2016An interview with Eric Roberge, President at Beyond Your Hammock, who was a speaker at INSIGHTS 2016. We spoke with Eric about his conference session, Engaging Millennials - The Rubik's Cube of Financial Planning.
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![fi360 Fiduciary Talk 24: An interview with David Bromelkamp, President/CEO at Allodium]()
fi360 Fiduciary Talk 24: An interview with David Bromelkamp, President/CEO at Allodium
05/07/2016An interview with David Bromelkamp, President/CEO at Allodium, who was a speaker at INSIGHTS 2016. We spoke with David about his conference session, Fiduciary Investment Management for Trusts: How to Use Questions to Help Trustees.
