Fund Family Rankings – Q3 2019 Top Quartile Report
Fi360’s Q3 Top Quartile Report, which ranks investments using the Fi360 Fiduciary Score®, is now available for download.…
Regulating Conflicted Advice: Is The Rulemaking Process Working?
View the webinar video here. Blaine Aikin, AIFA®, CFP®, CFA®, Executive Chairman, Fi360Duane Thompson, AIFA®, Senior Policy Analyst,…
Fund Family Rankings – Q2 2019 Top Quartile Report
Fi360’s Q2 Top Quartile Report, which ranks investments using the Fi360 Fiduciary Score®, is now available for download.…
Step 2 of the Fiduciary Process: Formalizing the Investment Strategy
Armed with an understanding of the client’s objectives and financial situation, the second step of the fiduciary process…
The SEC’s Regulation Best Interest Rule Package
Written byBlaine Aikin, AIFA®, CFA, CFP®, Executive ChairmanFi360 and CEFEX Duane Thompson, AIFA®, Senior Policy AnalystFi360 About this…
Reg BI Cometh! An Webinar from Fi360
(Click on the video above.) Blaine Aikin, AIFA®, CFP®, CFA®, Executive Chairman, Fi360 and Duane Thompson, AIFA®, Senior…
What Crayola Color of 3(16) Does Your Vendor Provide
Patrick Curran, QPA, AIFA®, Director of Institutional Retirement Consulting, Unified Trust Company Within the retirement services industry, we…
Quarter 1 2019 Top Quartile Report
Our Q1 Top Quartile Report, which ranks investments using the Fi360 Fiduciary Score®, is now available for download.…
Latest ERISA Court Actions Offer New Guidance to Fiduciary Practitioners
(Click on the video above.) Blaine Aikin, AIFA®, CFP®, CFA, Executive Chairman, Fi360 and CEFEX Duane Thompson, AIFA®,…
Demystifying Providing Planning and Advisory Services to Women
Fi360’s Bridge Initiative Webinar Working with women is different than working with men, both in the boardroom and…