Posted by Terra McBride, MBA, AIF®, Vice President of Marketing & Professional Development on January 15, 2019
This week, we dig into Step 2 of the Fiduciary Quality Management System - Formalize. We will dedicate a blog post to each of our four Prudent Practices® as we prepare for National Fiduciary Day on Feb. 28 so be sure to stop back!
Posted by Terra McBride, MBA, AIF®, Vice President of Marketing & Professional Development on January 07, 2019
February 28, 2019 is National Fiduciary Day! In celebration of the occasion, we are featuring highlights from each our four Prudent Practices® right here. This week, we focus on Step 1 - Organize.
Posted by Tyler Kirkland, AIF®, PPC®, Director of Business Development and Client Engagement on October 26, 2018
Get some tips and tricks for launching your own webinar program!
Posted by Mark Koeppen and Jeff Linkowski, AIF® on October 15, 2018
The mandatory force-out used to be an administrative afterthought. Use what the record keeper offered and move on. As with everything, change is inevitable and the competition for auto rollovers from the mandatory force-out process has created pricing and service pressure that fiduciaries now need to evaluate. Find out how an AIF® partnering with an independent auto rollover IRA provider created a winning proposition!
Posted by Tyler Kirkland, AIF®, PPC®, Director of Business Development and Client Engagement on August 31, 2018
Do you like math? This post is for you! Here is a not-so-brief breakdown of the Trust Equation, used as part of Blaine Aikin's "Fiduciary Conduct and Your Reputation" white paper and supplementary webinar, from a math nerd's perspective.
Have an idea for the Fi360 blog?
Send us your question or comment