CFA Archives - The Retirement Speakers Bureau

Posts Tagged CFA

Blaine Aikin, AIFA®, CFA, CFP® – Fiduciary Responsibility Expert

Blaine Aikin, AIFA®, CFA, CFP® is the Chief Executive Officer of fi360. Fi360 is a national and international leader in the field of investment fiduciary responsibility, providing training, Web-based analytical tools, and resources for those who manage money on behalf of others. Passion/Expertise Blaine’s specialties include fiduciary responsibility, investment management, financial planning, public policy and […]

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Tags: AIFA, Blaine Aikin, Carnegie Mellon, CEO, CFA, CFP, fi360, fiduciary responsibility, Investment Management, public policy and management, web-based analytical tools

Posted in: PROVIDE Retirement Income, Retirement Coaching, Retirement Distributions

Stephen Horan, PhD, CFA, CIPM, Managing Director, Credentialing, CFA Institute

Stephen Horan, PhD, CFA, CIPM, is the Managing Director, Credentialing, CFA Institute. Passion/Expertise Stephen Horan, PhD, CFA, CIPM, Managing Director, Credentialing, CFA Institute, is a practitioner, educator, and thought leader with 25 years of industry service in multiple capacities. Position/Experience Dr. Horan’s experience includes serving as an expert witness in support of securities litigation, a […]

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Tags: buy-side account manager, CFA, CFA Institute, CIPM, Credentialing, economic impact studies, expert witness, financial analyst, forensic economist, Graham and Dodd Readers' Choice Award, Managing Director, PhD, principal, securities litigation, sell-side stockbroker, Stephen Horan

Posted in: PROVIDE Retirement Income, Retirement Distributions

David Blanchett, CFA, CFP®, AIFA – Head of Retirement Research, Morningstar

David Blanchett, CFA, CFP®, AIFA, is the head of retirement research for Morningstar Investment Management. Passion/Expertise: David is part of an up and coming group of retirement thought leaders – truly a breath of fresh air – along with Wade Pfau, Michael Finke and others, who challenge us to go beyond targeting 80% replacement rates, […]

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Tags: AIFA, American College, annuities, CFA, CFP, Chairman of the Advice Methodologies Investment subcommittee, David Blanchett, financial planning, Investment News, Journal of Financial Planning, MarketWatch, Money Magazine, Montgomery-Warschauer Award, Morningstar Investment Management, portfolio asset allocations, propabilities of success, retirement plans, Retirement research, RetireMentor, systematic withdrawals, tax planning, University of Chicago Booth School of Business, visionary, Wall Street Journal