ICYMI - June 14, 2019
Posted by Fi360 on June 14, 2019
In Case You Missed It: Here is your roundup of recent news, webinars and information that made an impression on us.
Rebecca Hourihan + Fi360
Posted by on June 07, 2019
We asked Rebecca Hourihan why she enjoys working with Fi360. Hear what she had to say!
Stable Value Funds Due Diligence Guide
Posted by Tyler Kirkland, AIF®, PPC®, Director of Business Development and Client Engagement on March 01, 2019
What are stable value funds and what are the keys to evaluating them? Tyler gets into the details, in true Tyler fashion.
Fi360 – the Early Years
Posted by J. Richard Lynch, AIFA®, Director on February 15, 2019
We're counting down to National Fiduciary Day on Feb. 28, which has us feeling a little nostalgic. We asked Rich Lynch, who's been with Fi360 since the beginning, to describe what it was like for us in those early years.
Fiduciary Excellence Part 4: Monitoring the Client Engagement
Posted by Terra McBride, MBA, AIF®, Vice President of Marketing & Professional Development on February 01, 2019
Step four of the Fiduciary Quality Management System - Monitor - is the piece of implementing a prudent process where we find most advisors struggle. Here we offer some tips for taking the guess work out of monitoring a client's portfolio.
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