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Broadridge 360 Advisor Summit
163 posts
Tips and Traps for Advisors and Small Group Plans
For anyone who doubts the potential popularity of group plans, some back-of-the-envelope math from Jason Roberts will set…
SECURE Act, Guaranteed Income, Rollovers at Broadridge Fi360 Conference
More direct input and sessions from advisor practitioners will be a major area of focus at this year’s…
Agendas Released for Pair of May Retirement Industry Virtual Conferences
Speaker lineups and content agendas for a pair of virtual retirement industry conferences coming in May were announced…
Q4 2020 Top Quartile Report
The Q4 2020 Top Quartile Report, which ranks investments using the Fi360 Fiduciary Score®, is now available for…
Say What? Only 23% of Advisors Have a Defined Marketing Strategy
A new survey found that that 77% of advisors have no defined marketing strategy and that only 49%…
Retirement Plan Vet Wolniewicz Joins Prime Capital Investment Advisors
Industry veteran Matthew Wolniewicz has left Fi360 for Kansas City-based Prime Capital Investment Advisors (PCIA). Wolniewicz, also a…
Big Increase in ESG Fund Flows Expected by 2022
Net flows to long-term “responsible” ESG funds quadrupled in 2019 to $20 billion, from $5 billion in 2018,…
Why ERISA Advisors Should (Really) Consider Stable Value Funds
Stable Value (SV) is an important asset class in the defined contribution marketplace as measured by participant usage…
Advisor Considerations for HSAs and ERISA Subject of Upcoming Fi360 Webinar
The 2020 Fi360 Webinar Series continues next week with a trio of webinars including Wednesday’s middle event on…
Kitces, Aikin, Reish Talk 401k Fiduciary, Reg BI
We understand the reasons for coronavirus-driven conference cancelations, but it doesn’t make it any less disappointing. However, in…