Innovative’s Mark Sulpizio, MS Tax, AIF® and Nicole Offerman, AIF® joined approximately 600 advisors in Chicago for a three-day educational and networking event April 25th-27th. A full range of nationally recognized speakers such as Harvard Business Review editorial director and author of The Myth of the Rational Market Justin Fox as well as Pulitzer Prize Winner Doris Kearns Goodwin, advocated for a broad acceptance of fiduciary ethics, regardless of regulatory imperative, and a commitment to act in the best interests of investors.
Conference sessions focused on the application of the fiduciary standard for both individual investors and plan sponsors, the investment selection process, ongoing regulatory changes, and other topics related to fiduciary best practices.
Attendees also had the opportunity to attend breakout sessions led by industry luminaries including Dave Gray, Vice President of Client Experience at Charles Schwab; Fred Reish, Partner at Drinker Biddle and Reath; and Ron Rhoades, JD, CFP, Program Chair for the Financial Planning Program at Alfred State College.
“As in past years, our event’s presenters succeeded in educating and inspiring attendees. In addition to learning a range of practice management strategies, they were encouraged to incorporate fiduciary ethics in all facets of their professional activities,” said Blaine Aikin, CEO of fi360.
Mark and Nicole took advantage of the opportunity to speak directly with other investment advisors, providers and administrators to share ideas about fiduciary best practices including the new fee disclosure regulations that take effect July 1, 2012.
