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Broadridge 360 Advisor Summit
163 posts
Fi360 Enhances Fiduciary Focus Toolkit with Business Development Capabilities
Fiduciary stalwart Fi360, a provider of fiduciary-related education and tools, has released an update to its popular Fiduciary…
Designee Coaching Call: Fees, Services, and a Prudent Process for IRA Rollovers
In this edition of our quarterly designee coaching call, Robin Green and Chuck Hammond focus on IRA rollovers.…
5 Critical Factors To Consider in Fiduciary Accounts
When selecting investments for fiduciary accounts, it’s critical to use prudent selection criteria. Some of the most widely…
Fi360 Hits 401k Fiduciary Milestone
The industry now has 10,000 Fi360 designees, but with $5 trillion in assets and 55 million active retirement plan participants, it…
Questions Point to ‘Diluted’ 401k Fiduciary Rule
In the least-newsiest news of the week, The Wall Street Journal predicts a watered-down version of the original…
How Financial Institutions Are Handling the Fiduciary Rule
As expected, there’s a whole lot happening at fiduciary firm Fi360 in light of DOL rule chaos. We…
‘Dilute’ the Fiduciary Rule, Get Sued: Aikin
One has to wonder if fiduciary rule advocate Blaine Aikin is smart or lucky. The firm he heads, Fi360,…
How to Add HSA Services to Your 401k Practice
“The greatest exposure in retirement spending is health care. It doesn’t have price elasticity like other benefits.” So…
DOL Confirms June Fiduciary Date, Issues Enforcement Delay
On the same day Labor Secretary Acosta said there’s no legal basis for delaying the fiduciary rule’s implementation…
Fred Reish Gets Real With Retirement Plan Rollovers
[Update: News comes at us fast. Hours after posting the piece, the Department of Labor and Secretary Acosta…