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AIF Designees understand their obligations to clients and Prudent practices for investment management.
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fi360 news

  • April 15, 2015

    Download fi360's executive summary of the DOL's newly proposed conflicts of interest rule. READ MORE

  • April 07, 2015

    Our annual survey of industry professionals reveals strong support amongst practitioners for high standards for investor care. READ MORE

  • April 01, 2015

    CEFEX is offering free workshops for advisors that are interested in having their fiduciary practices certified. READ MORE

  • March 25, 2015

    Join us for a free learning webinar on recent ERISA litigation and enforcement actions and how advisors and other professional fiduciaries can work effectively to demonstrate procedural prudence. Attendees can earn one hour of CE from both fi360 and CFP Board. READ MORE

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From our Blog

  • April 15, 2015

    Your Primer on the DOL's Fiduciary Rule Proposal READ

  • April 06, 2015

    Expanding the IPS to the rest of your financial and personal life READ

  • March 25, 2015

    An Update to Reg D could be Opportunity for Advisors Willing to Take on Additional Due Diligence READ

  • March 03, 2015

    Tibble v. Edison: Why investment monitoring is as important as investment selection READ

  • February 24, 2015

    How Long Should An IPS Be? READ

  • February 23, 2015

    White House Stirs Up Fiduciary Debate READ

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