Browsing Tag
Broadridge 360 Advisor Summit
163 posts
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
(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…