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Fi360 Anveiled Agenda and Keynotes for 2018 Annual Conference


PITTSBURGH, PA, February 21, 2018 -- Fi360, the nation's leading provider of fiduciary-related education and technology, unveiled the agenda and keynotes for its 2018 annual conference, which will take place April 25-27, 2018 in San Diego, Calif. at the Hilton Bayfront.

For 14 years, the Fi360 Conference has been one of the industry's premier professional development events. Today, the agenda boasts more than 35 unique educational sessions taught by industry influencers, attracting participation from professionals worldwide seeking to grow their fiduciary knowledge base through educational sessions, innovative workshops and thought-provoking discussions.

  • To kick off the conference, Mark Schoeff, Regulatory Reporter for InvestmentNews, will moderate a policies panel with Joseph Borg, Alabama Securities Commission Director and President of the North American Securities Administration Association, and Dale Brown, President and CEO of the Financial Services Institute.
  • Day two begins with a keynote from Jeffrey Kleintop, Senior Vice President, Chief Global Investment Strategist at Charles Schwab.
  • To conclude, Charles Duhigg, Pulitzer prize-winning reporter and author of "Smarter, Faster, Better" and "The Power of Habit," will give the final keynote on productivity and good habits for investment advisors.

About Fi360

Fi360, a fiduciary education, training and technology company, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors' assets. Since 1999, the firm has provided financial professionals with the tools necessary to act as a fiduciary in their work with investors. Headquartered in Pittsburgh, PA, Fi360 is the home of the Accredited Investment Fiduciary® (AIF®) designation, the Fiduciary Focus Toolkit™ and the Fi360 Fiduciary Score®. Fi360 is also the parent company of CEFEX. Learn more at www.Fi360.com, via Twitter or on LinkedIn.


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