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Don’t Miss National Fiduciary Day on March 22, 2018

Posted by Ryan Lynch on March 01, 2018 in 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.

Don’t Miss National Fiduciary Day on March 22, 2018

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Do bad index funds exist?

Do bad index funds exist?

Posted by Mike Limbacher, AIF®, Product Manager on February 21, 2018 in

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?

America Saves Week - How to Sell and Deliver a Financial Wellness Program

America Saves Week - How to Sell and Deliver a Financial Wellness Program

Posted by Ryan Lynch, AIF®, PPC®, Program Manager on February 13, 2018 in 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.

Q4 2017 Top Quartile Report

Q4 2017 Top Quartile Report

Posted by John Faustino, AIFA®, PPC®, Chief Product and Strategy Officer on February 08, 2018 in

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.

The Case for Regulating Titles in Financial Services

The Case for Regulating Titles in Financial Services

Posted by Ben Aikin, AIF®, VP, Learning & Development on February 07, 2018 in

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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