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The DOL Fiduciary Rule and Your Duty of Care - Blaine Aikin


The Department of Labor’s Fiduciary Rule is here and it is transforming the marketplace for advice.

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Blaine Aikin, AIFA®, CFA, CFP® Blaine Aikin, AIFA®, CFA, CFP®, Executive Chairman of Fi360, Inc. and serves as the current Chair of the Board of Directors of the CFP Board of Standards        

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About this course:

While managing conflicts of interest (fiduciary duty of loyalty) is the central focus of the Rule, the keys to compliance and advisor success are having policies, procedures, and practices in place to fulfil the fiduciary duty of care.


The main provisions of the Rule took effect on June 9, 2017. Essentially, all professionals who provide individualized investment advice on assets in ERISA retirement plans and IRAs are now accountable as fiduciaries.


Importantly, the DOL requires advisors to implement Impartial Conduct Standards (ICS) to manage conflicts of interest. But the ICS approach does more than address conflicts, it requires procedural prudence to demonstrate conformity to the duty of care, an obligation that exists for all fiduciary advisors whether they have compensation conflicts or not.


This webinar will provide an overview of the structure, current status, and future outlook for the DOL Fiduciary Rule and focus upon what advisors must do to adhere to the fundamental duty of care generally and the ICS requirements specifically.


In this one-hour session, you will:

  1. Gain a better understanding of the purpose, structure, and current requirements of the DOL Fiduciary Rule;

  2. Discover how the duties of loyalty and care relate to one another and to other fiduciary duties;
  3. Learn about methods of adhering to the fiduciary duty of care, with specific understanding of Rule’s required Impartial Conduct Standards; and

  4. Acquire specific insights about best practices retirement advisors should implement to meet fiduciary obligations and serve the best of interests of clients efficiently and effectively.

Your presenter for this course is:

Blaine Aikin, AIFA®, CFA, CFP®, Executive Chairman of Fi360, Inc. and serves as the current Chair of the Board of Directors of the CFP Board of Standards.


Retirement Speakers Bureau

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int'l Retirement Resource Center Managing Member and InFRE's Director of Education and Research


Please visit the Retirement Speakers Bureau to find out how you can request these presenters and other industry leaders to speak at your next meeting, conference, or other event.


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Specifications: 60 minute webinar course
SKU: 03IRRCDOLFidRuleWebinar17
Knowledge Level: 3 - Intermediate