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 F. Aikin
Displaying 113 results
OPINION DEC 21, 2014
Regulators can't keep up with change

PRACTICE MANAGEMENT NOV 24, 2014
What the Pimco saga can teach advisers

Due diligence on funds requires blending performance data with professional judgment

REGULATION AND LEGISLATION NOV 07, 2014
Finra's CARDS plan is likely to be a game changer

Along with helping identify trading abuses, system will help facilitate cost-benefit analyses

OPINION SEP 28, 2014
Fiduciary: Contentious, unsettled

But consensus for one standard building among thought leaders and decision makers

PRACTICE MANAGEMENT AUG 31, 2014
Fiduciary duty's impact on succession planning

MUTUAL FUNDS JUL 27, 2014
Target date funds: Adviser's checklist

PRACTICE MANAGEMENT OCT 27, 2013
Fiduciary Corner: The importance of the investment policy statement

OPINION MAY 26, 2013
'Coordination' is code for dilution

OPINION APR 12, 2013
SEC on a fiduciary fishing expedition

Its request for data is 'an amorphous exercise,' lacking clear purpose and core principles

RETIREMENT PLANNING MAR 03, 2013
A step-by-step guide to selecting vendors

One challenge in advising plans is choosing a "reasonable' agreement among service providers