Blaine F. Aikin
Blaine Aikin is the founder and principal of Fiduciary Insights, an independent provider of fiduciary subject matter expertise for organizations that employ or provide services to investment advisors. More details here: Fi36t0 team
Blaine Aikin is the founder and principal of Fiduciary Insights, an independent provider of fiduciary subject matter expertise for organizations that employ or provide services to investment advisors. More details here: Fi36t0 team
Cheers to the new year and another chance for us to get it right.” That quote, while attributable…
Due diligence on funds requires blending performance data with professional judgment
Along with helping identify trading abuses, system will help facilitate cost-benefit analyses
But consensus for one standard building among thought leaders and decision makers
Does succession planning impose fiduciary obligations for investment advisers? This recently has become a hot topic of conversation,…
Target date funds should be a panacea for in-vestors and advisers. Professional management, coupled with a preprogrammed asset…
The purpose of the investment policy statement is to document the investment plan and provide guidance for consistent,…
Regulatory “harmonization” has become a catchphrase for efforts to roll back investor protections to a universal, lowest-common-denominator standard…
Its request for data is 'an amorphous exercise,' lacking clear purpose and core principles
One challenge in advising plans is choosing a "reasonable' agreement among service providers
