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AIF Designees understand their obligations to clients and Prudent practices for investment management.

fi360 news

  • March 25, 2015

    Join us for a free learning webinar on recent ERISA litigation and enforcement actions and how advisors and other professional fiduciaries can work effectively to demonstrate procedural prudence. Attendees can earn one hour of CE from both fi360 and CFP Board. READ MORE

  • March 18, 2015

    The submission period for fi360's article competition for designees is now open. Share your expertise for your chance to win $1,000 and have your article published by RIABiz. READ MORE

  • January 21, 2015

    A survey of AIF & AIFA Designees highlights the benefits advisors have received as a result of being trained on fiduciary processes and receiving the AIF or AIFA Designation. READ MORE

  • October 23, 2014

    PLANADVISER magazine: AIF designation most popular among top retirement plan advisers READ MORE

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From our Blog

  • 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

  • February 13, 2015

    Santomenno court case a window into debate over DOL fiduciary rulemaking READ

  • February 11, 2015

    Seven qualitative factors for evaluating investments READ

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