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Broadridge 360 Advisor Summit
163 posts
Quarter 1 2019 Top Quartile Report
Our Q1 Top Quartile Report, which ranks investments using the Fi360 Fiduciary Score®, is now available for download.…
Latest ERISA Court Actions Offer New Guidance to Fiduciary Practitioners
(Click on the video above.) Blaine Aikin, AIFA®, CFP®, CFA, Executive Chairman, Fi360 and CEFEX Duane Thompson, AIFA®,…
Figuring Out What’s Scalable in a 401k Practice
“You digest it, and you figure out how to work it in with what you’re doing with clients…
Successful 401k Fiduciary Defense Verdicts
NYU, and the judge’s colorful decision, immediately come to mind, says Pension Resource Institue and Retirement Law Group’s…
Engagement and Technology Equals 401k Financial Wellness
Christian Stanley of Greenspring Advisors says participants and employees are overloaded with info “and parched at the meaning.”…
Recent Fiduciary Breach Case Has Major Implications for 401k Advisors
Cambridge Fiduciary Services’ Roger Levy deconstructs Brotherston v. Putnam Investments. The video titled “Recent Fiduciary Breach Case Has…
Don’t Forget to Focus on the ‘Why’: Sheri Fitts
Emotional appeals matter, but how do 401k advisors genuinely connect? The marketing maven explains.
How to ‘Adapt’ to Adaptive 401k Selling
What’s your ‘Myers Briggs type of score’ and why does it matter? Cuna Mutual Retirement Solutions’ Randy Fuss…
What’s Happening With 401K Firm M&A?
Dave Reich, National President, Retirement with HUB International clues us in on why it’s happening, and how big…
Why Content Marketing is Key to Advisor Retirement Plan Success
What is ‘Influence to inbound’ and why does it matter? 401(k) Marketing CMO Rebecca Hourihan clues us in.