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The Fiduciary Talk podcast series centers around pertinent industry topics and provides important overviews of what’s happening in regulation, in the marketplace, and technology to affect the standard of care for investment advice. The podcasts are a great way to get up-to-date on current trends and receive helpful insights from subject matter experts at Fi360 and from across the financial industry.
 
For beginners and experienced people alike, this podcast brings timeless financial knowledge and perspective to help people make better financial decisions. We also shine a light on real professionals in the financial and legal world. Get an inside look at how things work behind the scenes, and how you can get the most value when working with financial professionals. Hosted by Brian C. Beasley, CPWA® and Dan Alberth, MBA, CFP®. This content is for information and education only, and should n ...
 
The COVID-19 global health and economic crisis has highlighted the need for leadership and capital to be urgently targeted towards the vulnerabilities in the global economy. Through conversations with academics and asset owners, the Fiduciary Investors Podcast Series is a forward looking examination of the changing dynamics in the global economy, what a sustainable recovery looks like and how investors are positioning their portfolios. The much-loved events, the Fiduciary Investors Symposium ...
 
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Hello, and welcome to Fiduciary Fitness. In today’s episode, Colin Clark talks with J.P. Morgan's Kelly Hahn about the Guide to Retirement. Participants: Colin Clark, Senior Vice President, HUB Retirement and Wealth Management Kelly Hahn, Executive Director, Defined Contribution Strategist, J.P. Morgan Asset Management Thanks for listening to the F…
 
Hello, and welcome to Fiduciary Fitness. In today’s episode, Colin Clark discusses retirement plan design with Jennifer Kiffmeyer from the Retirement Learning Center. Participants: Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International Jennifer Kiffmeyer, J.D., Chief Operating Officer, Retirement Learning Ce…
 
Tom Nelson, head of thematic equity at Ninety One, talks to Conexus Financial managing editor Julia Newbould about the extent of the shock to energy markets through the Ukraine War and how it will impact the transition to clean energy and how portfolio managers can invest in renewables and achieve carbon zero targets in this volatile market.…
 
Hello, and welcome to Fiduciary Fitness. In today’s episode, Colin Clark discusses the SECURE Act 2.0 with Tami Giumelli from John Hancock. Participants: Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International Tami Guimelli, AVP & Associate Chief Counsel, US Retirement Law, John Hancock Retirement Plan Servic…
 
About Professor Julian Allwood Julian Allwood is Professor of Engineering and the Environment at the University of Cambridge. From 2009-13 he held an EPSRC Leadership Fellowship, to explore Material Efficiency as a climate mitigation strategy – delivering material services with less new material. This led to publication in 2012 of the book “Sustain…
 
About Professor Sir David King Professor Sir David King is Emeritus Professor of Chemistry, University of Cambridge; Founder and Chair of the Centre for ClimateRepairin the University; Chair of the Climate Crisis advisory Group; an Affiliate Partner of SYSTEMIQ Limited; Senior Strategy Adviser to the President of Rwanda and founder member of the Cl…
 
Hello, and welcome to Fiduciary Fitness. In today’s episode, Colin Clark & Elena Peerson discuss financial wellness. Participants: · Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International · Elena Peerson, Vice President, Financial Wellness and Engagement, Washington Financial Group, a division of HUB Interna…
 
Hello, and welcome to Fiduciary Fitness. In today’s episode, Colin Clark & Elena Peerson discuss financial wellness. Participants: · Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International · Elena Peerson, Vice President, Financial Wellness and Engagement, Washington Financial Group, a division of HUB Interna…
 
About Warwick McKibbin Professor Warwick McKibbin, AO, FASSA is Professor of Public Policy and Director of the Centre for Applied Macroeconomic Analysis (CAMA) in the Crawford School of Public Policy at the Australian National University (ANU). He is also Director of Policy Engagement, and ANU Node Leader, The ARC Centre of Excellence in Population…
 
Hello, and welcome to Fiduciary Fitness. In today’s episode, Colin Clark discusses wellness with Tina Tucker from HUB International. Participants: · Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International · Tina Tucker, HUB International Thanks for listening to Washington Financial Group’s Fiduciary Fitness p…
 
Hello, and welcome to Fiduciary Fitness. In today’s episode, Colin Clark discusses Total Rewards with Tina Tucker from HUB International. Participants: · Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International · Tina Tucker, HUB International Thanks for listening to Washington Financial Group’s Fiduciary Fitn…
 
Hello, and welcome to Fiduciary Fitness. In today’s episode, Colin Clark discusses Health Savings Accounts with Tina Tucker from HUB International. Participants: · Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International · Tina Tucker, HUB International Thanks for listening to Washington Financial Group’s Fidu…
 
Hello, and welcome to Fiduciary Fitness. In today’s episode, Colin Clark discusses fiduciary liability insurance with Bill Ridley from HUB International. Topics discussed include fidelity bonds and cyber insurance. Participants: · Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International · Bill Ridley, HUB Inte…
 
What is the Fiduciary Investors series? The COVID-19 global health and economic crisis has highlighted the need for leadership and capital to be urgently targeted towards the vulnerabilities in the global economy. Through conversations with academics and asset owners, the Fiduciary Investors Podcast Series is a forward looking examination of the ch…
 
Hello, and welcome to Fiduciary Fitness. In today’s episode, Colin Clark discusses fiduciary liability insurance with Bill Ridley from HUB International. Participants: · Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International · Bill Ridley, HUB International Thanks for listening to Washington Financial Group’…
 
Where to begin your financial journey. A framework for simplifying the overwhelming complexity involved with financial decisions. Two controllable factors that affect our ability to accumulate wealth over time and our happiness about our finances. Support this podcast at — https://redcircle.com/fierce-fiduciary-podcast/donations…
 
Hello, and welcome to Fiduciary Fitness. In today’s episode, Colin Clark discusses ESG's and government regulations with Megan Fielding from Nuveen. Participants: · Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International · Megan Fielding, Senior Director of Responsible Investing, Nuveen Thanks for listening t…
 
Hello, and welcome to Fiduciary Fitness. In today’s episode, Colin Clark discusses ESG's role in defined contribution plans with Megan Fielding from Nuveen. Participants: · Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International · Megan Fielding, Senior Director of Responsible Investing, Nuveen Thanks for lis…
 
Matching your portfolio to your goals. In addition to knowing your own tolerance for risk, you also need to understand the range of risks that may lead to a high likelihood of success. What is the risk capacity of your portfolio? Of you behavior? Support this podcast at — https://redcircle.com/fierce-fiduciary-podcast/donations…
 
Brian and Dan discuss risk tolerance and how it may influence your investment decisions. To find your own risk tolerance score via Riskalyze, just click this link: CLICK HERE NOTE: Although an email is required to get your risk score, we absolutely will not contact you unless requested. HINT: The S&P 500 is normally about 75-80 on the Riskalyze sca…
 
Hello, and welcome to Fiduciary Fitness. In today’s episode, Colin Clark discusses ESG investing with Megan Fielding from Nuveen. Participants: · Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International · Megan Fielding, Senior Director of Responsible Investing, Nuveen Thanks for listening to Washington Financ…
 
About Stephen Kotkin Stephen Kotkin is the John P Birkelund Professor in History and International Affairs at Princeton University. He is the co-director of the program in history and the practice of diplomacy and the director of the Princeton Institute for International and Regional Studies. He established the Princeton department’s Global History…
 
About Joseph Stiglitz Joseph E. Stiglitz is an American economist and a professor at Columbia University. He is also the co-chair of the High-Level Expert Group on the Measurement of Economic Performance and Social Progress at the OECD, and the chief economist of the Roosevelt Institute. A recipient of the Nobel Memorial Prize in Economic Sciences …
 
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