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Blaine Aikin, AIFA®, CFA, CFP®, Fiduciary Responsibility Expert

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Meet Blaine Aikin, AIFA®, CFA, CFP®, Fiduciary Responsibility Expert

Experience, Recognition, Background

Blaine Aikin, AIFA®, CFA, CFP® is the Chief Executive Officer of fi360. Fi360 is a national and international leader in the field of investment fiduciary responsibility, providing training, Web-based analytical tools, and resources for those who manage money on behalf of others.

He earned the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations and served as a principal and Chief Investment Officer of Allegiance Financial Advisors. After providing contract training and consulting services for PNC Financial Services Group, Blaine became a Senior Vice President and Director of Product Development and Management for PNC Advisors.

Blaine is the author of numerous articles on the subjects of fiduciary responsibility and investment management, and the author of the monthly Fiduciary Corner column in InvestmentNews magazine.

Blaine Aikin, AIFA®, CFA, CFP® Retirement Expertise

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Blaine’s specialties include fiduciary responsibility, investment management, financial planning, public policy and management. His goal as Executive Chairman of fi360 is to assure that fi360 provides exceptional professional development programs, investment and business management tools, and business and industry thought leadership to improve the decision making of those who manage money on behalf of others. fi360 seeks to promote a culture of fiduciary responsibility to align the interests of investors and investment professionals.

For several years, Blaine served as an adjunct faculty member of the College for Financial Planning; providing instruction in investment planning and other subjects leading to the Certified Financial Planner designation. Blaine received a Masters in Public Policy and Management from The Heinz School, Carnegie-Mellon University, and holds Accredited Investment Fiduciary Analyst (AIFA), Chartered Financial Analyst (CFA), and Certified Financial Planner (CFP) certifications.

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Great presentation to help us better understand where we are with the DOL Fiduciary Rule today, and how the duty of care (our professional knowledge and competency) is as important as the duty of loyalty and trustworthiness.
5/5

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