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Fi360 will be in Boston on Aug. 17 & Santa Monica on Aug. 22.

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Fi360 news

  • July 24, 2017

    The Defined Contribution Institutional Investment Association is exhorting sponsors to improve their plans by greater use of best practices rather than hoping for more government guidance. READ MORE

  • July 20, 2017

    Two House committees moved on Wednesday to advance proposals to block or overturn the Labor Department's fiduciary rule, the latest Republican-led assault on the controversial regulation. READ MORE

  • July 19, 2017

    Clean shares of mutual funds, the investment innovation designed to allow brokers and advisors to serve as level fee fiduciaries under the Labor Department’s conflict-of-interest rule, are expected to revolutionize how financial professionals are compensated and how their clients pay for services. READ MORE

  • July 18, 2017

    Fi360, the nation’s leading provider of fiduciary-related education and tools, announces today the hiring of technical specialist Steve Engelhardt, CFA, as its chief data officer, a new role at the company. READ MORE

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From our Blog

  • July 17, 2017

    Fi360 Fiduciary Talk 51: Regulatory Interplay READ

  • July 17, 2017

    Fi360 Fiduciary Talk 50: SEC Enters Fiduciary Rule Discussion READ

  • July 17, 2017

    Fi360 Fiduciary Talk 49: Moving Forward with Impartial Conduct Standards READ

  • 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

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