Posted by Fi360 on February 09, 2017
Fi360 introduces National Fiduciary Day on March 23. For the first time ever we will host simultaneous AIF training courses in New York, Chicago and San Francisco.
Posted by Fi360 on February 02, 2017
Blaine and Duane discuss the release of a second set of FAQs from the DOL on its Conflicts of Interest Rule.
Posted by Fi360 on January 12, 2017
Fi360 Fiduciary Talk 43: Titles used by advisers can trigger fiduciary status
Posted by on December 19, 2016
The AIF, is it a marketing tool?
Posted by fi360 AIFA Designee, Jason C. Roberts, Esq. on November 23, 2016
Immediately following the November 8th election, PRI released a Policy Brief describing potential impacts to the Department of Labor (DOL) Fiduciary Rule. This second brief contains updated information, as the situation and our understanding, continues to evolve.
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