The Fee Benchmarker® is an online tool that compares advisory fees (both commission and fee-for-service) to a database of industry norms for a selected plan size.
It’s easy to use, and is available on a one-time-use basis or through an annual subscription.
In a few simple steps, you receive a comprehensive report comparing your fees to similar retirement practices.
These reports have been used by other advisors to win new business and build stronger, lasting relationships with the clients they currently serve. These reports also serve as a great resource for proving reasonableness of fees.
Robin Green, Vice President, Head of Research
Andrew Ziolkowski, Research Analyst
Fi360
Our educational webinars address recent industry developments or specific topics related to fiduciary responsibility. They offer opportunities for interaction between the audience and the presenters, who are Fi360 staff or other industry thought-leaders.
Check our Calendar for upcoming educational webinars!
Live attendance is eligible for one hour of CE for the AIF®, AIFA®, and PPC® Designations. CE credit may also apply for the CFP® Certification, when indicated. Each individual wishing to receive CE credit for any credential must register for and log in to the session individually so that we have a record of your attendance. Recorded videos of previous webinars are available for viewing below. AIF and AIFA Designees must access archived webinars through the Designee Portal in order to receive CE credit. If you have any questions, please email support@fi360.com.
