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Fi360 will be in Arlington, Va. on Feb. 8. and Cincinnati, Ohio on Feb. 15.

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Fi360 news

  • January 19, 2018

    Fi360, a fiduciary education, training and technology company, said this week that it has added new modules to its Fiduciary Essentials for Advisors training program. READ MORE

  • January 18, 2018

    Fi360 is at it again, adding new modules to its Fiduciary Essentials for Advisors (FEA) training program “to help financial professionals successfully operate in the ever-changing regulatory and market landscape.” READ MORE

  • January 17, 2018

    At stake in the prolonged debate over a “best-interest” standard of care for retirement advice are $7.5 trillion in 401(k)-type assets and $8.4 trillion in IRA assets. Whether or not the Department of Labor (DOL) and the Securities and Exchange Commission (SEC) will eventually come to agreement on a uniform standard of conduct remains to be seen, but the SEC’s inspection and enforcement arms are slowly forging ahead by imperceptibly moving the regulatory needle in favor of the DOL’s higher standard for advice-givers. Compliance officers, as well as plan sponsors’ HR Departments and the investment committees that oversee 401(k)-type defined contribution plans, are wise to examine this trend, as it can impact their business moving forward READ MORE

  • January 17, 2018

    Updated Fiduciary Essentials for Advisors curriculum enables financial professionals to successfully navigate the evolving regulatory and market environment READ MORE

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From our Blog

  • December 14, 2017

    Behavioral Finance: How Participants Make Decisions READ

  • November 10, 2017

    Q3 Top Quartile Report - Special Edition READ

  • September 20, 2017

    Answering Your Questions on Fees, Services, and a Prudent Process for IRA Rollovers READ

  • September 08, 2017

    5 Factors To Consider Before Adding Newer Investments To Fiduciary Accounts READ

  • August 31, 2017

    Answers To Your 'The HSA Opportunity for Retirement Advisors' Questions READ

  • August 18, 2017

    Raising the Bar with the Fi360 Fiduciary Score READ

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