2017 Fi360 Conference | Fi360 Inc. | 21 May 2017 | Nashville, Tennessee, United States

Fi360 helps financial intermediaries use prudent fiduciary practices to profitably gather, grow, and protect investors’ assets. Since 1999, Fi360 has been providing innovative solutions to financial services providers, including the AIF® and AIFA® designation programs, the Fi360 Toolkit™ software, and Fi360 Fiduciary Score®.

Speakers for 2017

Blaine F. Aikin, AIFA®, CFA®, CFP®, is the Executive Chairman of Fi360 and a recognized thought-leader in the field of financial advice and fiduciary responsibility. Blaine F. Aikin, AIFA®, CFA®, CFP®, is the Executive Chairman of Fi360 and a recognized thought-leader in the field of financial advice and fiduciary responsibility.

J. Richard Lynch, AIFA®, is Director of Fi360. He has more than twenty-five years of extensive project management experience with the Government and private sector.

Ann Schleck is Principal at Ann Schleck & Co. She has nearly 30 years of experience in the retirement industry and has served as a plan sponsor, a service provider and, since the mid-1990s, an industry consultant.

Duane Thompson, AIFA®, is Senior Policy Analyst for Fi360, a fiduciary training firm based in Pittsburgh, PA, and also owns an independent policy consulting firm in the Washington, D.C., area.

Sponsors for 2017

Charles Schwab
American Funds
Federated
Health Savings Administrators
John Hancock Investments
MFS Investment Management
Nationwide
NATIXIS
Principal Global Investors
BlackRock
Fidelity Institutional Asset ManagementSM (FIAM)
First Trust
IVY Investments
Putnam
State Street Global Advisors
TIAA
Voya Investment Management