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webinar:
The Regulators are Setting Their 2017 Priorities. Are You?

As an investment fiduciary, are your due diligence practices ready for testing by securities regulators?
Join us as Fi360 examines the key priorities affecting fiduciary advice and related trending topics of interest.

Tuesday, January 31 | 3:00 p.m. EST Register Now
Fi360 Client Memo:
What’s next for the DOL’s fiduciary rule?

Fi360's executive chairman, Blaine F. Aikin, AIFA®, CFA, CFP® has summarized four possible outcomes for the rule and how likely they are to happen.

 
New Product Fiduciary Focus Toolkit

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

fi360 news

  • January 17, 2017

    Fi360 Designees Make a Presence on NAPA’s 2016 Top Women Advisors List READ MORE

  • January 17, 2017

    How to Reduce Your Investing Fees READ MORE

  • January 10, 2017

    Titles advisers use to play a bigger role in fiduciary regulation. READ MORE

  • January 03, 2017

    Robinson firm teaches advisers how to do right by investors. READ MORE

more news

From our Blog

  • January 12, 2017

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

  • December 19, 2016

    The AIF, is it a marketing tool? READ

  • November 23, 2016

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

  • November 03, 2016

    Congratulations to the fi360 Article Competition winner! READ

  • November 01, 2016

    fi360 Fiduciary Talk 39: What the Election Means for Advisors and the Fiduciary Standard READ

  • October 27, 2016

    The Importance of Using Prudent Practices in Today’s Lawsuit-filled Environment READ

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