People throw out a lot of buzz words (cloud computing, big data, etc.) in talking about financial technologies. We’ll focus on pragmatic application of technology to financial advisor workflows; allowing them to serve more clients with the same resources.
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.
Moderated by John Faustino, AIFA®, PPC®, Fi360
Benjamin Thomason, EVP, Sales & Relationships, Vestwell
Christine Lubieniecki, Regional Director, Dimensional Fund Advisors
Mitch Mitchell, Riskalyze
Fi360
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.
See other Webinars:
- Demystifying Providing Advisory and Planning Services to Women
- Advisor Considerations for HSAs and ERISA Subject of Upcoming Fi360 Webinar
- Regulating Conflicted Advice: Is The Rulemaking Process Working?
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.