Have an idea for the fi360 blog?
Send us your question or comment
Subscribe to the fi360 Blog
Stay Connected to fi360
- Designee Posting
- fi360 Conference
- Fiduciary Basics
- Fiduciary Corner
- Fiduciary Excellence
- Fiduciary Links
- Fiduciary Q&A
- Fund Analysis
- Great Sources of Information
- In the News
- Putting Process into Practice
- Regulatory Update
- Spotlight on Designations
- Spotlight on Practices
- What's new at fi360?
Posted by Jarred Riccadonna, Marketing Coordinator, fi360, Inc. on November 25, 2015 inIn September 1620, a small ship called the Mayflower left Plymouth, England, carrying 102 passengers. After a treacherous and uncomfortable crossing that lasted 66 days, they dropped anchor near the tip of Cape Cod, far north of their intended destination at the mouth of the Hudson River. One month later, the Mayflower crossed Massachusetts Bay, where the Pilgrims, as they are now commonly known, began the work of establishing a village at Plymouth. It wasn’t until 1863, in the midst of the Civil War, that President Abraham Lincoln proclaimed a national Thanksgiving Day to be held each November. As we...
Posted by J. Richard Lynch, AIFA®, President, fi360, Inc. on November 23, 2015 inMost all of us remember growing up and fighting with our parents (usually mom) when they insisted that we do something we really didn’t want to do and they would often say it was “good for us.” We didn’t want to do it most probably because from our perspective it was 1) not necessary, 2) potentially embarrassing, or 3) too hard. When our parents held their ground and we did as they asked, we usually found we were glad to have done so. A recent CEFEX certification followed a similar path. CEFEX, the Centre...
Posted by Duane Thompson, AIFA®, Senior Policy Analyst, fi360, Inc. on November 12, 2015 inOn Oct. 15, fi360 sponsored a webinar with an update on the Department of Labor’s proposed fiduciary rule. Since we were unable to respond to all of the written questions posed by attendees, we are posting our responses here in this 3rd in a series of blogs. The DOL is expected to issue a final rule during the first half of next year. Keep in mind that the information provided below is for educational purposes, not as legal or compliance advice, and that the final rule will have some changes. So with these caveats, here...
Posted by Renee Watkins, Marketing Specialist, fi360, Inc. on November 10, 2015 inA thing of the past or does it still fit in today’s marketing mix? Referral marketing is a method of promoting products or services to new customers through referrals, usually through word of mouth. Such referrals often happen spontaneously. However, there are things you can do to influence this through appropriate strategies. Below is a list of items you can implement to increase your referrals. Develop a referral program. Implement a formal policy that if a current client brings in a certain number of new clients or leads in a given time period, they...
Posted by fi360 on November 05, 2015 infi360 Fiduciary Talk 8: A look into the DOL Crystal Ball In this session, fi360 CEO Blaine Aikin and Senior Policy Analyst Duane Thompson will take a look into their DOL crystal ball and provide a prognostication of what's to come with the proposed fiduciary rule. subcribe to the fi360 fiduciary talk podcast You can also find it on iTunes! Enter your email address: Delivered by FeedBurner /* */