Fiduciary360 (fi360)

Founded in 1999, Fiduciary360 is a recognized industry expert on the fiduciary responsibility applicable to investing. The firm is also an international provider of investment fiduciary education and practice management solutions for investment advisors, broker/dealers, managers, accountants, attorneys, financial planners, investment committee members, trustees and many others. As authors of a series of handbooks, Prudent Practices for Investment Fiduciaries, fi360 has most notably made their foothold in the industry by defining a global fiduciary standard of excellence that aids in the performance of fiduciary duties. The Practices that make up the standard and define a process for prudent management of investment decisions are fully substantiated in law and regulations by the law firm of Reish Luftman Reicher & Cohen, with technical editing by the AICPA. They also serve as the foundation for fi360's fiduciary training programs, professional AIF and AIFA designations, web-based analytical & reporting software that includes the fi360 Fiduciary Score fund rating system and resources.


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Guest

Blaine Aikin
CEO, Fiduciary360 (fi360)
Blaine Aikin is President and CEO of fi360, an international leader in the field of investment fiduciary responsibility. Previously the Chief Knowledge Officer and Director of Training for fi360, Mr. Aikin is the primary architect of the AIFA program and a major contributor to the development of the Fiduciary Excellence concept. Blaine has authored numerous articles on fiduciary responsibility and investment management. He is also the author of InvestmentNews' monthly Fiduciary Corner. Mr. Aikin subsequently served as Budget Officer for Prince William County, Virginia. He earned the Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) designations and served as a principal and Chief Investment Officer for 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. For several years, he also 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 his Master of Public Management and Policy degree from the Heinz School of Carnegie-Mellon University. Upon graduation from CMU, he was selected for the prestigious Presidential Management Intern Program which involved management assignments in the U.S. Department of Treasury and the U.S. Senate.


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