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Insights from the experts in investment fiduciary responsibility.

You Can Help Shape the Strategies of Retirement Advisors

Posted by Ryan Lynch, AIF®, PPC®, Program Manager on April 15, 2018

You Can Help Shape the Strategies of Retirement Advisors

We need your help. Believe it or not, it’s been a full 18-months since our last Retirement Plan Specialist Advisor Practice Management Benchmarker survey.

Fi360’s Conference is Awesome and Here’s Why!

Posted by Ryan Dunay, Client Engagement Specialist on April 15, 2018

Fi360’s Conference is Awesome and Here’s Why!

Despite the recent snowfall, winter is actually over and I think we all could use some Vitamin D. It just so happens we are hosting the 2018 Fi360 Conference in a city that has adopted a rather fitting alias, the City with Sol! By the way, sol is Spanish for sun. So now you know a tiny bit of Spanish, which will come in handy when you attend the Fi360 Conference in San Diego.

Meeting a Global Standard of Fiduciary Excellence

Posted by Michelle Muller, Business Development Consultant on April 15, 2018

Meeting a Global Standard of Fiduciary Excellence

The advisors who come to us are either nervous about the DOL fiduciary rule or confident that they're fully prepared. What's the best way to make sure the fiduciary bases are covered? Check out this week's blog post.

Best practices for fund replacements to keep you in compliance

Posted by Dave Palascak, Vice President, Product Management on March 23, 2018

When replacing a poorly performing investment in a fiduciary account, follow these best practices to ensure fiduciary compliance.

Fi360 Urges DOL and SEC to Come Together on Fiduciary Rule

Posted by on March 16, 2018

Fi360 said today that the U.S. Department of Labor should continue its support of an updated rule that holds investment fiduciaries accountable for their retirement advice.

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