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Fi360 Client Memo:
February's Fast Breaking Developments for
the Fiduciary Rule

Fi360 Update: As the Trump Administration moves to delay the DOL Rule, the marketplace moves forward on fiduciary accountability.

New Product Fiduciary Focus Toolkit

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

Fi360 news

  • 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

  • March 14, 2017

    Fi360 Designees Stand Out on NAPA’s 2017 Young Guns List READ MORE

  • March 10, 2017

    Training to occur in New York, Chicago and San Francisco READ MORE

more news

From our Blog

  • 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

  • February 10, 2017

    Fi360 Fiduciary Talk 45: Fiduciary Rule scores victory in Texas READ

  • February 09, 2017

    Fi360 Declares March 23 National Fiduciary Day READ

  • February 02, 2017

    Fi360 Fiduciary Talk 44: DOL Releases Second Set of FAQs READ

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