Browsing Tag
Broadridge 360 Advisor Summit
163 posts
Fi360 Cancels Annual Conference Due to Coronavirus Concerns
In light of what it says an abundance of caution with coronavirus developments “to protect the health and…
Edward Jones, Others Take Steps to Slow Coronavirus Spread: Updated
UPDATE from NAPA: Due to the latest CDC recommendations, we will be postponing the NAPA 401(k) Summit. We expect…
How Advisors Are Continually Improving: CEFEX Perspectives
A series of articles on fiduciary practices leveraging the training and experience of CEFEX Analysts. Article Presented By:…
Fi360’s Faustino on Firm’s Direction After Broadridge Buy
What will happen with Fi360 now that’s it’s been acquired by Broadridge? Will it operate autonomously or be…
Heinz Field Event, AIF Trainings Headline Fi360’s National Fiduciary Day
Tuesday, Feb. 25 is National Fiduciary Day, and Fi360 is celebrating this year with an exclusive event in…
2020 Fi360 Conference: Reg BI, ESG Investing Lead Agenda
A deep dive into ESG investing, the latest on Reg BI, and a keynote from “Queer Eye’s” Karamo…
Fi360 Launches Reg BI Training in Advance of June Implementation
While several states and a network of investment advisers have lobbed legal challenges toward the SEC’s looming new…
Fund Family Rankings – Q3 2019 Top Quartile Report
Fi360’s Q3 Top Quartile Report, which ranks investments using the Fi360 Fiduciary Score®, is now available for download.…
Regulating Conflicted Advice: Is The Rulemaking Process Working?
View the webinar video here. Blaine Aikin, AIFA®, CFP®, CFA®, Executive Chairman, Fi360Duane Thompson, AIFA®, Senior Policy Analyst,…
Broadridge Buys Fi360 to Boost Reg BI Solutions
Fintech giant Broadridge Financial Solutions will acquire fiduciary giant Fi360, it was announced early Thursday. The deal will…