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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.

Fi360 Enhances Fiduciary Toolkit with Prospecting Feature

September 21, 2017

The new business-development capability in the Fiduciary Focus Toolkit allows advisers to illustrate how certain changes could benefit a prospective client’s portfolio.
PLANADVISER Features the Fiduciary Focus Toolkit

Client Memo:  Another Proposed Delay for the DOL Fiduciary Rule

September 08, 2017

The Department of Labor is proposing to delay by 18 months (from Jan. 1, 2018 to July 1, 2019) the final applicability date of that limited portion of the fiduciary rule that is not yet in force.
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The Challenge of the Longer Lifespan

September 01, 2017

How financial advisors can help clients face the threat of outliving retirement savings
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DOL Files to Delay Fiduciary Rule’s January Compliance Date

Think Advisor
August 28, 2017

As anticipated, the Department of Labor in early August filed with the Office of Management and Budget to extend by 18 months the January applicability date of its fiduciary rule's more onerous prohibited transaction exemptions.
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