August 12, 2008
Blaine Aikin named to Financial Planning Association's "Best Practices" task force |
June 25, 2008
CEFEX advisor certification now renders legal opinion on compliance |
May 15, 2008
Financial professionals from across the U.S. attend fi360 National Conference on fiduciary responsibility |
April 28, 2008
Fiduciary360’S enhanced analytical and reporting software lets users create highly customized due diligence reports. |
April 21, 2008
Coral Ellshoff and Mike Limbacher join the fi360 team. |
February 6, 2008
Annual fi360 National Conference brings together top industry experts for "the" fiduciary event of the year. |
January 14, 2008
C. Frederick Reish joins CEFEX Advisory Council |
December 17, 2007
Fi360 and 401k ASP announce partnership on fiduciary services package |
November 27, 2007
Fi360 and RBC announce partnership, RBC to add IPS Generator to Institutional Investing Program |
November 27, 2007
Fi360 and NAPLIA announce national partnership, special benefits for AIF/AIFA designees (Designee-only release) |
November 13, 2007
Fi360 Partners with LPL, LPL to require AIF designation for elite advisors |
October 30, 2007
Fi360 and Meritis announce strategic affiliation |
October 23, 2007
Fi360 Partners with New Frontier Advisors on a powerful new tool for asset allocation analysis |
October 15, 2007
Trone selected to head Coast Guard Institute for Leadership |
September 18, 2007
Organizational changes at fi360 |
September 6, 2007
Don Trone testifies before the Senate Finance Committee on fiduciary practices associated with hedge funds and private equity |
June 6, 2007
NAPFA, fi360, and CEFEX Launch ‘Fiduciary Adviser’ Training Module: (NAPFA Release) |
April 17, 2007
Global Fiduciary Standard of Excellence for Investment Stewards Outlined in New Handbook (AICPA Release) |
April 2, 2007
The Implications of Vacating the Broker-Dealer Exemption |
September 6, 2006
Pension Protection Act to benefit fi360 |
August 7, 2006
Press Guide to Pension Protection Act |
August 1, 2006
Industry Veteran John Lohr Joins fi360 as Deputy Counsel |
May 22, 2006
New Global Fiduciary Practices Released for Investment Stewards, Investment Advisors, and Investment Managers |
September 15, 2005
What Can The Investment Industry Learn From Katrina? |
July 15, 2005
ETFs Added to Web-based Fiduciary Due Diligence Analyzer |
May 17, 2005
Press Guide: SEC's Staff Report Concerning Examinations of Select Pension Consultants |
March 23, 2005
Aikin Joins Fiduciary360 |
January 12, 2005
Center for Fiduciary Studies Programs |
November 10, 2004
Center for Fiduciary Studies expands it’s teaching locations to include the University of Washington |
November 10, 2004
New Industry Index: "The Retirement Index™" |
August 4, 2004
Federal Retirement Board Selects Center for Fiduciary Studies to Provide Fiduciary Training |
July 20, 2004
Partnership with Cannon Financial Insititute |
June 23, 2004
Press Guide: SEC’s New Requirements for Mutual Fund Boards |
February 18, 2004
Guide to SEC Proposed Repeal of 12b-1 Fees |
January 15, 2004
Guide to SEC Probe on Investment Consultant Pay-to-Play Schemes |
January 15, 2004
Guide to SEC Proposed Code of Ethics Requirement |
January 15, 2004
Mutual Fund Family Fiduciary Rankings |
January 15, 2004
Guide to SEC Probe on Mutual Funds - Brokerage Scandal |
January 8, 2004
Restoring Investor Trust: The Case for Casuistic Decision-Making |
November 2, 2003
Fiduciary Score |
May 21, 2003
AICPA Handbook Release |
April 7, 2003
AIF Program |
May 21, 2002
Web Course Intro |
January 28, 2002
Industry Reform |
