The advancement of a fiduciary culture was the dominant theme at the eighth annual fi360 Conference in Chicago. A full range of nationally recognized speakers advocated for a broad acceptance of fiduciary ethics, regardless of regulatory imperative, and a commitment to act in the best interests of investors.
Reeve Conover, an Accredited Investment Fiduciary designee from Conover Consulting, was among the approximately 600 advisors attending the three-day educational and networking event.
Harvard Business Review editorial director and author of The Myth of the Rational Market Justin Fox delivered the keynote address, discussing the evolution of thought regarding efficient markets and how that information can be used by the investment fiduciaries who are helping manage investments for the countless retirement plans, non-profit organizations, trusts, and other investors in the United States. Pulitzer Prize Winner Doris Kearns Goodwin also addressed attendees, imparting management lessons inspired by President Abraham Lincoln’s leadership during the Civil War.
Conference sessions focused on the application of the fiduciary standard for both individual investors and plan sponsors, the investment selection process, ongoing regulatory changes, and other topics related to fiduciary best practices.
Attendees also had the opportunity to attend 32 breakout sessions led by industry luminaries including Dave Gray, Vice President of Client Experience at Charles Schwab; Fred Reish, Partner at Drinker Biddle and Reath; and Ron Rhoades, JD, CFP, Program Chair for the Financial Planning Program at Alfred State College.
“As in past years, our event’s presenters succeeded in educating and inspiring attendees. In addition to learning a range of practice management strategies, they were encouraged to incorporate fiduciary ethics in all facets of their professional activities,” said Blaine Aikin, CEO of fi360.