Fi360, a Broadridge Company, provides fiduciary-focused software, analytics, and training solutions for financial advisors and institutions. Specializing in fiduciary best practices and compliance, Fi360 helps advisors enhance transparency, reduce risk, and ensure regulatory alignment. Their tools streamline investment management, fiduciary oversight, and due diligence processes.
Leveraging Tools & Technology to Scale Fiduciary Processes
Explore tech-enhanced financial advisor workflows to serve more clients efficiently. Learn practical applications at our Fi360 webinar.
Q4 2018 Top Quartile Report
The Q4 Top Quartile Report, which ranks investments using the Fi360 Fiduciary Score®, is now available for download.…
Introducing the Latest Update to Fi360’s Prudent Practices
Fi360 is pleased to introduce the latest iteration of its Prudent Practices for Investment Fiduciaries. Originally developed in 2002…
Demystifying Providing Advisory and Planning Services to Women
Working with women is different than working with men, both in the boardroom and as individual clients. This…
Fiduciary Year in Review: What Advisors Need to Know about the Evolving Fiduciary Landscape
As another eventful year comes to an end, fiduciaries have witnessed historic changes in the market conduct standards…
Is the Fiduciary Standard Being Dismembered or Strengthened?
Join Fi360's Blaine Aikin and Duane Thompson as they discuss the Fiduciary Standard Update and its impact on investment advice.
Q3 2018 Top Quartile Report
Our Q3 Top Quartile Report, which ranks investments using the Fi360 Fiduciary Score®, is now available for download.…
The Evolving QDIA Landscape: What Defined Contribution Professionals Should Know
Qualified Default Investment Alternatives (QDIA) in defined contribution (DC) plans have evolved toward enhanced customization aimed at helping…
How Mandatory Force-Outs Turned into a Fiduciary Concern
The mandatory force-out used to be an administrative afterthought. Use what the record keeper offered and move on. …
Aligning ESG Investments and Trends with Participant Values
Explore ESG Investing Trends that cater to millennials' demand for socially responsible retirement investments. Learn more in our webinar.