Leveraging Tools & Technology to Scale Fiduciary Processes
People throw out a lot of buzz words (cloud computing, big data, etc.) in talking about financial technologies.…
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
(Click on the video above.) Rich Lynch, AIFA®, Director, Fi360 Bennett Aikin, AIF®, VP, Fi360 Fi360 is pleased…
Demystifying Providing Advisory and Planning Services to Women
Alexandra Lundgren, Tree City Advisors, LLC Working with women is different than working with men, both in the…
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 Blaine Aikin, Executive Chairman of Fi360 and CEFEX, and Duane Thompson, Fi360 senior policy analyst, as they…
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
ESG investing saw a 33 percent growth of professionally managed assets — to $8.72 trillion — from 2014…