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webinar: The New Fiduciary Proposal...It's out and we're talking about it

A one-hour overview of DOL’s new fiduciary proposal and how it impacts RIAs and broker-dealers. In particular, we’ll discuss the expanded definition of a fiduciary adviser, the new Best Interest standard of care for advice to IRAs, and what the proposal means for capturing rollovers. Earn one hour of CE for you AIF, AIFA, PPC, and CFP certifications.

Thursday, April 30 | 4:15-5:15 p.m. ET register
AIF Designees understand their obligations to clients and Prudent practices for investment management.
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fi360 news

  • April 21, 2015

    Hear what the experts have to say about the DOL's fiduciary rule proposal and the effect it will have on advisors. READ MORE

  • April 15, 2015

    Download fi360's executive summary of the DOL's newly proposed conflicts of interest rule. READ MORE

  • April 07, 2015

    Our annual survey of industry professionals reveals strong support amongst practitioners for high standards for investor care. READ MORE

  • April 01, 2015

    CEFEX is offering free workshops for advisors that are interested in having their fiduciary practices certified. READ MORE

more news

From our Blog

  • April 15, 2015

    Your Primer on the DOL's Fiduciary Rule Proposal READ

  • April 06, 2015

    Expanding the IPS to the rest of your financial and personal life READ

  • March 25, 2015

    An Update to Reg D could be Opportunity for Advisors Willing to Take on Additional Due Diligence READ

  • March 03, 2015

    Tibble v. Edison: Why investment monitoring is as important as investment selection READ

  • February 24, 2015

    How Long Should An IPS Be? READ

  • February 23, 2015

    White House Stirs Up Fiduciary Debate READ

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