Blog

How to Get the Most Out of Model Portfolios

Posted by Travis Reeder, AIF®, Product Marketing Manager on July 20, 2018

Advisors who work with plans that offer models often ask themselves how model portfolios can be showcased in an effective way, similar to target date funds. At the end of the day, participants just want to say, “Oh! That’s me right there. That’s what I should do.  That’s my model.”

Fi360 and The Retireholi(k)s Review the Fiduciary Focus Toolkit

Posted by on July 13, 2018

We partnered with The Retireholi(k)s for a very special episode dedicated to the Fiduciary Focus Toolkit. Check it out!

Educating Plan Sponsors to Win and Retain Business

Posted by Ryan Lynch, , AIF®, PPC®, Program Manager on July 09, 2018

Check out our latest offering - a white-labeled education series for plan sponsors, aptly titled, Plan Sponsor Education Series. We like to get right to the point with our resource titles. Click through to learn more!

Conformity Is Not the End: Part 1

Posted by Tyler Kirkland, AIF®, PPC®, Director of Business Development and Client Engagement on June 12, 2018

Conforming to The Fiduciary Standard - This is a blog series focused on elevating your practice beyond the Fiduciary Standard of Excellence. The focus for Part 1 is how to define your client service strategy goals and success metrics.

Progression to Excellence – Why You Don’t Need to Wait to be Great

Posted by Ryan Lynch, AIF®, PPC®, Program Manager on June 05, 2018