THE FIDUCIARY U™ PODCAST
Latest Episodes
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Ep #6: Helping Investors Survive and Thrive in a "Risk-First" Decade with Aaron Klein from Riskalyze
Aaron Klein is co-founder and CEO at Riskalyze, the company that invented the Risk Number® and empowers the world to invest fearlessly.
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Ep #5: Scaling an Advisory Firm to Over $400 Billion in AUA with Fielding Miller from CAPTRUST
Fielding Miller is the co-founder and CEO of CAPTRUST, one of the nation's largest independent financial advisory firms with over $400 billion dollars in assets under advisement and more than 700 employees.
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Ep #4: Regulation and Legislation and Litigation (Oh My!) with Fred Reish
Fred Reish is a partner at Faegre Drinker whose practice focuses on fiduciary responsibility, retirement income, and plan operational issues. He has been recognized as one of the “Legends” of the retirement industry by both PLANADVISER magazine and PLANSPONSOR magazine.
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Ep #3: Achieving Employee Financial Wellness at Scale with Michael Kitces
Michael Kitces is a speaker, blogger, educator, entrepreneur and Head of Planning Strategy at Buckingham Wealth Partners.
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Ep #2: Building the Digital Recordkeeping Platform of the Future with Vestwell's Aaron Schumm
Aaron Schumm is Founder and CEO of Vestwell, a digital retirement platform transforming the way plans are offered and administered.
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Ep #1: The Promise of Personalization through Managed Accounts with Stadion's Todd Lacey
Todd Lacey is Chief Revenue Officer at Stadion, an investment management firm that provides custom managed account solutions to retirement plan advisors, plan sponsors and participants.
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About the Podcast —
The Fiduciary U™ Podcast shares the latest information on corporate retirement plan trends, ideas, and best practices to assist decision-makers and others in this industry in being more effective at their jobs. The show features industry experts across multiple disciplines who share their unique perspectives and actionable insights about how to provide a great retirement plan for employees in a rapidly changing world.
Your host, Josh Itzoe, is the author of The Fiduciary Formula and Fixing the 401(k). The goal of Fiduciary U™ is to build a community that helps all of us enhance our knowledge, sharpen our skills, and stay at the forefront of industry trends so we can do our jobs better and make a positive impact in the lives of real people whose financial futures depend on us.
Josh Itzoe
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We make ERISA fiduciaries smarter.