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New Product Fiduciary Focus Toolkit

Software that enables financial professionals to automate advisor workflow and have oversight of fiduciary best practices.
 

Fi360 news

  • May 04, 2017

    Include health savings accounts in fiduciary process. The DOL rule that requires acting in clients' best interests will apply to these accounts READ MORE

  • April 25, 2017

    Fi360 Update: Ironically, the DOL’s 60-day delay of the fiduciary rule may accelerate advisors’ preparations for implementation READ MORE

  • March 20, 2017

    Score deemed useful in fund selection process by the Center for Financial Planning & Investment at California State University, Northridge READ MORE

  • March 17, 2017

    National Fiduciary Day Declared READ MORE

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From our Blog

  • May 15, 2017

    Fi360 Fiduciary Talk 48: Health Savings Accounts in the Fiduciary Process READ

  • May 09, 2017

    The June 9 Fiduciary Deadline and Key Issues for Broker-Dealers READ

  • March 31, 2017

    Filling the Void in Guaranteed Retirement Income READ

  • March 17, 2017

    Fi360 Fiduciary Talk 47: Filling the void in guaranteed retirement income READ

  • March 08, 2017

    Fi360 Fiduciary Talk 46: Fiduciary duties of elected officials READ

  • February 16, 2017

    Fi360 and American Funds Establish Integration Relationship
    Integration allows advisors to access client data from within the Fi360 Toolkit READ

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