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Broadridge 360 Advisor Summit
164 posts
The Broadridge 360 Advisor Summit is an annual in-person conference (formerly Fi360 Solutions Conference) hosted by Broadridge Financial Solutions. It convenes retirement and wealth management professionals—including advisors, recordkeepers, asset managers, banks—to explore timely industry trends, regulatory updates like DOL fiduciary rules, fintech innovations, and practice optimization strategies. The event offers educational sessions, networking opportunities, and continuing education credits (e.g. AIF®, CFP®). It serves as a platform for strategic insights at the intersection of retirement and wealth planning.
Leveraging Tools & Technology to Scale Fiduciary Processes
Explore tech-enhanced financial advisor workflows to serve more clients efficiently. Learn practical applications at our Fi360 webinar.
Celebrate Compliant Times, Come On: It’s National Fiduciary Day!
It’s like Christmas coming early! Less than a year after National Fiduciary Day last March 22, today –…
Q4 2018 Top Quartile Report
The Q4 Top Quartile Report, which ranks investments using the Fi360 Fiduciary Score®, is now available for download.…
Why Did 1 in 4 Consumers STOP Doing Business with Certain Financial Firms?
Something for 401k advisors to think about as you craft your next message to a client: Personalization in…
Fi360 Reinforces Stable Value Research with Latest Acquisition
Research nerds rejoice—Fi360 announced Thursday that it has completed an agreement with Blue Prairie Group to acquire the…
Introducing the Latest Update to Fi360’s Prudent Practices
Fi360 is pleased to introduce the latest iteration of its Prudent Practices for Investment Fiduciaries. Originally developed in 2002…
Demystifying Providing Advisory and Planning Services to Women
Working with women is different than working with men, both in the boardroom and as individual clients. This…
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 Fi360's Blaine Aikin and Duane Thompson as they discuss the Fiduciary Standard Update and its impact on investment advice.
Q3 2018 Top Quartile Report
Our Q3 Top Quartile Report, which ranks investments using the Fi360 Fiduciary Score®, is now available for download.…