Skip to Content


Stay up to date on the latest company news, developments, and releases; new product and services offerings; advocacy and policy activities; and opportunities for our members and the fiduciary community.

Recording of conflicts of interest webinar now available

December 12, 2012

A recording of our most recent webinar, A Fiduciary Approach to Conflicts of Interest and Risk Governance, is now available.
Click here to read more

CEO Blaine Aikin elected to CFP Board of Directors

December 03, 2012

We are pleased to announce that our CEO and President, Blaine Aikin, AIFA, CFA, CFP® has been named to the Board of Directors of the Certified Financial Planner Board of Standards, Inc.
Click here to read more

Fi360 Appoints Patricia Stocke as Chief Financial Officer

October 23, 2012

We are pleased to announce that Patricia Stocke has joined the company as Chief Financial Officer.
Click here to read more

Fi360 Collaborates with The Board Institute on Fiduciary Evaluation Tool

May 14, 2012

New tool allows boards of directors to both assess the strengths of their investment policies and highlight areas for improvemen
Click here to read more

Back to top