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NOW AVAILABLE: FI360 FIDUCIARY RULE INTELLiGENCE

The fi360 Executive Summary provides a concise overview of key components of the new fiduciary rule and how it differs from the version first proposed in April 2015.

The fi360 Client Memo condenses the true impact of the rule for our clients and the advisory community who work with retirement assets.

AIF Training is coming toBoston and chicago. start the new year off right with fiduciary training from the fiduciary leader!

The fi360 Fiduciary Score helps you objectively evaluate and select investments for your investment portfolio.
See how your funds score Fiduciary Score

The Fee Benchmarker®Advisor Fee Almanac                            From Ann Schleck & Co. is available in the Fiduciary Store!

 

 

The Fee Almanac is your INDEPENDENT and TRUSTED source                                             for benchmarking advisory fees.

fi360 news

  • April 07, 2016

    Fiduciary Experts: 'Historic' Rule Here To Stay READ MORE

  • April 06, 2016

    The DOL Was True to Their Word:' fi360's Blaine Aikin READ MORE

  • December 03, 2015

    The Fiduciary Year in Review Webinar on Dec 10 at 3 PM ET READ MORE

  • December 01, 2015

    fi360 CEO Blaine Aikin Elected 2016 Chair-Elect of CFP Board's Board of Directors READ MORE

more news

From our Blog

  • April 29, 2016

    Follow up Q&A from our DOL rule webinars: Plan Sponsor Responsibilities READ

  • April 27, 2016

    Follow up Q&A from our DOL rule webinars: Plan Services READ

  • April 25, 2016

    Follow up Q&A from our DOL rule webinars: Rollovers and IRAs READ

  • April 21, 2016

    Podcast: Interview with Fred Reish READ

  • April 21, 2016

    Podcast: Interview with Eugene Maloney READ

  • April 14, 2016

    Tweaks to final DOL fiduciary rule help ease implementation without sacrificing core principles READ

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