Skip to Content

About

Updated weekly

Have an idea for the Fi360 blog?
Send us your question or comment
to blog@fi360.com

Subscribe to the Fi360 Blog

In a reader RSS

Stay Connected to Fi360

You Can Help Shape the Strategies of Retirement Advisors

You Can Help Shape the Strategies of Retirement Advisors

Posted by Ryan Lynch, AIF®, PPC®, Program Manager on April 13, 2018 in What's new at Fi360?

We need your help. Believe it or not, it’s been a full 18-months since our last Retirement Plan Specialist Advisor Practice Management Benchmarker survey.

Fi360’s Conference is Awesome and Here’s Why!

Fi360’s Conference is Awesome and Here’s Why!

Posted by Ryan Dunay, Client Engagement Specialist on April 09, 2018 in Fi360 Conference

Despite the recent snowfall, winter is actually over and I think we all could use some Vitamin D. It just so happens we are hosting the 2018 Fi360 Conference in a city that has adopted a rather fitting alias, the City with Sol! By the way, sol is Spanish for sun. So now you know a tiny bit of Spanish, which will come in handy when you attend the Fi360 Conference in San Diego.

Meeting a Global Standard of Fiduciary Excellence

Meeting a Global Standard of Fiduciary Excellence

Posted by Michelle Muller, Business Development Consultant on April 05, 2018 in Spotlight on Practices

The advisors who come to us are either nervous about the DOL fiduciary rule or confident that they're fully prepared. What's the best way to make sure the fiduciary bases are covered? Check out this week's blog post.

Best practices for fund replacements to keep you in compliance

Posted by Dave Palascak, Vice President, Product Management on March 23, 2018 in Fiduciary Excellence

When replacing a poorly performing investment in a fiduciary account, follow these best practices to ensure fiduciary compliance.

Best practices for fund replacements to keep you in compliance

Permalink | Comments (0)     

Fi360 Urges DOL and SEC to Come Together on Fiduciary Rule

Posted by on March 16, 2018 in

Fi360 said today that the U.S. Department of Labor should continue its support of an updated rule that holds investment fiduciaries accountable for their retirement advice.

Fi360 Urges DOL and SEC to Come Together on Fiduciary Rule

Permalink | Comments (0)     

Back to top