Blaine F. Aikin

Blaine Aikin is the founder and principal of Fiduciary Insights, an independent provider of fiduciary subject matter expertise for organizations that employ or provide services to investment advisors. More details here: Fi36t0 team

Blaine F. Aikin
Displaying 113 results
Millennials are a growth engine for 401(k) advisers
RETIREMENT RETIREMENT PLANNING NOV 07, 2018
Millennials are a growth engine for 401(k) advisers

Business owners who are millennials are more likely to offer retirement benefits to their employees

Sweeping retirement legislation is likely coming soon
RETIREMENT RETIREMENT PLANNING OCT 02, 2018
Sweeping retirement legislation is likely coming soon

The retirement landscape could be transformed, so advisers should pay close attention.

How to keep your 401(k) clients out of court
RETIREMENT RETIREMENT PLANNING SEP 10, 2018
How to keep your 401(k) clients out of court

The organizations getting sued over retirement plans are low-hanging fruit.

Client divorce splits advisers' fiduciary duty of loyalty
YOUR PRACTICE PRACTICE MANAGEMENT AUG 22, 2018
Client divorce splits advisers' fiduciary duty of loyalty

Working with a divorcing couple poses challenges, but specialized training programs can help advisers better serve this large market segment.

Why you should still take the fiduciary high ground on 401(k) rollovers
RETIREMENT RETIREMENT PLANNING AUG 14, 2018
Why you should still take the fiduciary high ground on 401(k) rollovers

Despite death of DOL fiduciary rule, regulators continue to look at rollover advice from advisers.

When it comes to the proposed SEC advice rule, words matter
NEWS RIAS JUN 29, 2018
When it comes to the proposed SEC advice rule, words matter

The rule would create a second, non-fiduciary version of the term 'best interest.'

RETIREMENT RETIREMENT PLANNING JUN 11, 2018
How advisers can navigate ESG investing in 401(k) plans

Despite shifting tones from presidential administrations, advisers can still safely apply ESG factors in investment decisions.

NEWS REGULATION AND LEGISLATION APR 30, 2018
SEC advice rule faces arduous journey

The centerpiece of the proposal, the Regulation Best Interest rule, is not fiduciary and isn't uniform.

RETIREMENT RETIREMENT PLANNING APR 23, 2018
Litigation, scale push private colleges to adopt multiple employer plans

The movement to create multiple employer plans creates opportunity for retirement plan advisers.

NEWS OPINION MAR 13, 2018
State auto-IRA programs poised to catch advisers' attention

OregonSaves has more than 19,000 people participating, while eight other states have passed measures setting up state-sponsored retirement plans.