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203 posts
What Are Series I Bonds and Why Should You Care? 2019 Fi360 Conference
Imagine this scene. Zvi Bodie describes a debate between him and Jeremy Siegel moderated by Paul Samuelson about…
April 4, 2019
Do 401ks Right and Americans will Save More: 2019 Fi360 Conference
It’s on the 401k industry to get it right for American savers. That was the core message from…
April 4, 2019
Hillbilly to Harvard, Ignorance to Inspiration: 2019 Fi360 Conference
Author and historian Tara Westover delivered a subdued, yet powerful, presentation to attendees of Fi360’s annual conference in…
April 3, 2019
The ‘Vicious Circle’ of U.S.-China Trade: Liz Ann Sonders at 2019 Fi360 Conference
Attendees at the Fi360 Conference’s opening general session today in Nashville were treated to the market insights of…
April 3, 2019
‘Good, Bad and Ugly’ of Current Regulatory Regime: 2019 Fi360 Conference
“Wow, that happened quick.” Fi360 executive chairman expressed surprise at how quickly the room quieted at the start…
April 3, 2019
Music, Marketing, Fiduciary and Fun: 2019 Fi360 Conference
Country music and southern cuisine are part of the allure in Nashville this week, as Fi30 heads to…
March 30, 2019
Timing It Right at Fi360’s Annual Conference: John Faustino
We’re not sure if Fi360 finds the issues, or the issues find Fi360, but the timing of its…
March 30, 2019
Run! 401k Fun in Full Swing: 2019 NAPA 401(k) Summit
We all know the importance of financial wellness, and how it’s largely based on employer health and wealth…
March 29, 2019
Scaramucci on SALT, Savings and Senator Warren’s ‘Sanctimony’
“Was I holding back a little too much?” Anthony Scaramucci facetiously asks after slamming Massachusetts Senator Elizabeth Warren.…
February 28, 2019
Benchmarks, Benartzi and a Broader Benefits Perspective: NAPA 401(k) Summit
It ain’t easy getting Jania Stout on the phone. For most professionals, running a multi-billion-dollar, top-rated retirement planning…
February 22, 2019