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Broadridge 360 Advisor Summit
163 posts
8 Critical Steps to a More Cybersecure RIA
This is the first part in a series of articles on how fiduciary practices leverage the training and…
The ‘A, B, C and D’ of Future 401k Technology: Broadridge Matrix Conference
A tech-focused panel discussion Monday morning at Broadridge’s GetConnected2019 conference in Keystone, Colorado unsurprisingly kicked off with an anecdote…
How to ‘Navigate to Next’ in the 401k Industry: Broadridge Matrix Conference
“If there’s one thing we want you to take away, it’s that as advisors, you must be nimble…
Fund Family Rankings – Q2 2019 Top Quartile Report
Fi360’s Q2 Top Quartile Report, which ranks investments using the Fi360 Fiduciary Score®, is now available for download.…
Step 2 of the Fiduciary Process: Formalizing the Investment Strategy
Armed with an understanding of the client’s objectives and financial situation, the second step of the fiduciary process…
Fi360 Earns Accreditation for AIF Designation
The AIF is now accredited. Fi360 announced Tuesday that its Accredited Investment Fiduciary (AIF) designation has been …well,…
The SEC’s Regulation Best Interest Rule Package
Written byBlaine Aikin, AIFA®, CFA, CFP®, Executive ChairmanFi360 and CEFEX Duane Thompson, AIFA®, Senior Policy AnalystFi360 About this…
Reg BI Cometh! An Webinar from Fi360
(Click on the video above.) Blaine Aikin, AIFA®, CFP®, CFA®, Executive Chairman, Fi360 and Duane Thompson, AIFA®, Senior…
What Crayola Color of 3(16) Does Your Vendor Provide
Patrick Curran, QPA, AIFA®, Director of Institutional Retirement Consulting, Unified Trust Company Within the retirement services industry, we…
The Critical Case for Stable Value in 401ks
Stable value is an important asset class currently representing about 11.7% of the $7 trillion in total DC…