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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