Our Q3 Top Quartile Report, which ranks investments using the Fi360 Fiduciary Score®, is now available for download. This quarter, nearly 28,000 investments were assessed and just 19.7 percent achieved a perfect score of zero, passing the scrutiny of nine rigorous filters.
Our latest Top Quartile Report explores how many investments have achieved the top quartile, and which fund companies are consistently performing at this level.
Since 2003, the Fi360 Fund Family Ranking Report has scored investment families based on the percentage of their individual funds that received a top quartile Fi360 Fiduciary Score. The report also presents the change (improvement or decline) in ranking from the prior quarter.
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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.
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