Posted by Ryan Lynch on March 01, 2018
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What's new at Fi360?
Nearly one year ago, on March 23, 2017, 60 advisors from 13-states converged on three beloved U.S. cities to unpack the prudent investment practices required of millions of investment stewards and the financial professionals who serve them.
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Posted by Mike Limbacher, AIF®, Product Manager on February 21, 2018
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Some advisors erroneously believe that by simply investing in index funds they can forgo any ongoing monitoring of client investments. This approach is faulty for several reasons, but the basic question is: Do bad index funds exist?
Posted by Ryan Lynch, AIF®, PPC®, Program Manager on February 13, 2018
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Fiduciary Basics
Fiduciary Excellence
In a profession where differentiation is crucial, leveraging a financial wellness program can help you stand out. Because there is no standard definition of financial wellness, you’re in the driver’s seat – or at least riding shotgun – in defining such a program. In celebration of America Saves Week later this month, Ryan has put together some tips for getting started with or revamping your own financial wellness program.
Posted by John Faustino, AIFA®, PPC®, Chief Product and Strategy Officer on February 08, 2018
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The latest Fi360 Top Quartile Report is now available for download! This quarter, over 78,000 investments were scored and 17 percent achieved the highest mark of a zero score, passing the scrutiny of nine rigorous filters.
Posted by Ben Aikin, AIF®, VP, Learning & Development on February 07, 2018
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The debate over how advice is defined has important consequences for investors. So, does regulating titles in financial services help focus the blurred lines? Ben Aikin, VP, Learning & Development with Fi360, makes the case.
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