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Broadridge 360 Advisor Summit
163 posts
Fiduciary Rule on ‘Life Support,’ SEC Version Might Never Happen: Fi360 Annual Conference
Fi360 executive chairman Blaine Aikin kicked off the firm’s annual conference Wednesday afternoon in San Diego with a…
401k Target Date CITs with ‘Built In’ Fiduciary Monitoring
Combine TDFs, CITs and fiduciary responsibility and it’s sure to get 401k advisor attention. Manning & Napier announced…
2 Tech Stalwarts Team to Deliver Better Retirement Readiness Solutions
Retirement planning software developer RetireReady Solutions has joined forces with Fi360, a provider of fiduciary-related education and technology…
Fi360 Teams With ‘Investment Strategy Engine’
What do you get when you combine a science-based “investment strategy engine” with a fiduciary score? A pretty…
How to Sell and Deliver a Financial Wellness Program
Financial wellness. Financial literacy. Retirement readiness. These loosely-defined buzzwords have been cropping up across the world wide web…
The Regulatory Outlook for 2018 and the Impact on Advisors
While the fiduciary rule dominated attention recently, the second tier of potential regulatory activity may surprise many advisors,…
Which CITs Get Top Fi360 Fiduciary Score?
Fi360 analyzed over 78,000 investments in the fourth quarter of 2017 in order to report our latest Fiduciary…
What Has Fiduciary Firm Fi360 Done Now?
Fi360 is at it again, adding new modules to its Fiduciary Essentials for Advisors (FEA) training program “to…
Step No. 3 of the Fiduciary Process: Implementing the Investment Strategy
With an investment strategy in place to meet the goals of the client/beneficiary, the third step of the…
New 401k Fintech Offering to Better Benchmark Fees
Fi360 is at it again. The fiduciary education and fintech bigwig released an updated version of its Fee…