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Fi360 Fiduciary Talk 44: DOL Releases Second Set of FAQs

Posted by Fi360 on February 02, 2017 in Great Sources of Information

Blaine and Duane discuss the release of a second set of FAQs from the DOL on its Conflicts of Interest Rule.

Fi360 Fiduciary Talk 44: DOL Releases Second Set of FAQs

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Fi360 Fiduciary Talk 43: Titles used by advisers can trigger fiduciary status

Posted by Fi360 on January 12, 2017 in

Fi360 Fiduciary Talk 43: Titles used by advisers can trigger fiduciary status

Fi360 Fiduciary Talk 43: Titles used by advisers can trigger fiduciary status

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The AIF, is it a marketing tool?

Posted by on December 19, 2016 in

The AIF, is it a marketing tool?

The AIF, is it a marketing tool?

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PRI Policy Brief Re: Updated Impact Analysis of November Elections on DOL Fiduciary Rule

Posted by fi360 AIFA Designee, Jason C. Roberts, Esq. on November 23, 2016 in Great Sources of Information

Immediately following the November 8th election, PRI released a Policy Brief describing potential impacts to the Department of Labor (DOL) Fiduciary Rule. This second brief contains updated information, as the situation and our understanding, continues to evolve.

PRI Policy Brief Re: Updated Impact Analysis of November Elections on DOL Fiduciary Rule

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Congratulations to the fi360 Article Competition winner!

Posted by fi360 on November 03, 2016 in Great Sources of Information

Congratulations to the fi360 Article Competition winner!

Congratulations to the fi360 Article Competition winner!

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