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Exploring the Fiduciary Opportunity

Date Held: July 27, 2010  4pm ET

During this educational web seminar, industry experts will discuss the latest word from Congress on regulatory reform and its possible implications for financial advisors. The hour-long session highlights results from a study of both advisors and investors on fiduciary duty, and look at ways in which advisors can better align their practice with a high fiduciary standard.

Register to watch and learn instantly about:

  • The current state of reform and timeline
  • Results from the Envestnet study of Advisory Relationships and Fiduciary Duty
  • Areas of focus and advisor action items

Don’t miss your chance to learn more about the increasing importance of fiduciary responsibility in your practice and ways in which to better communicate them with your clients!

Speaking panel:

  • Blaine Aikin, AIFA®, CFA, CFP® CEO, Fiduciary360
  • Michael Koffler, Partner, Sutherland Asbill & Brennan
  • James Patrick, Managing Director, Envestnet