Investment Management Archives - The Retirement Speakers Bureau

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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

Michael Falk, CFA, CRC® – Behavioral Finance Expert & Retirement Contrarian

Michael Falk, CFA, CRC®, is a consultant and partner with the Focus Consulting Group (and our resident retirement contrarian). Passion/Expertise: Michael is an engaging, creative asset management professional, and offers equally engaging presentations and materials on retirement topics, behavior, asset allocation research and portfolio development expertise. The asset consulting perspective acknowledges that the wisdom of […]

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Tags: asset consulting, asset management, Behavioral finance, CFA Institute, CFA Society of Chicago, DePaul University, Financial Management Association, Financial Management Association (FMA), FMA, Focus Consulting Group, global macro hedge fund, Investment Management, MarketWatch, Michael Falk, michael falk cfp crc, PDDARI