The headliner of our conference in July was clearly Marcia Wagner, who talked with us about not only the letter of the DOL fiduciary rule, but also the spirit of the regulation. Marcia’s law firm, the Wagner Law Group, focuses on ERISA regulation and has in fact created one of the largest bodies of case law on that topic. She has emerged as one of the foremost legal experts … {…}
Michael Kitces, DOL Fiduciary Rule, FinTech and the RMA® – What’s the Connection?
Last week’s Summer Conference and Master-RMA boot-camp was a great event.
After 19 conventional (hotel, suit-and-tie, traditional presentations) Spring and Fall Conferences over the last 10 years, we decided to innovate with this first Summer Conference (campus, business casual, discussant/moderator presentations). We also combined the conference with our first Master-RMA boot-camp.
The bottom line: It worked beyond expectations.
Campus logistics and atmosphere were great. It was a transformative event.
It changed minds, including ours.
To give you a sense of the mind-changing context, click this link to a post Michael Kitces published earlier this week to see what he has to say about fintech, the DOL fiduciary rule, and RIIA®’s RMA certification program.
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