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Insights from the experts in investment fiduciary responsibility.

Stable Value Funds Due Diligence Guide

Posted by Tyler Kirkland, AIF®, PPC®, Director of Business Development and Client Engagement on March 01, 2019

Stable Value Funds Due Diligence Guide

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

Fi360 – the Early Years

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

Fiduciary Excellence Part 4: Monitoring the Client Engagement

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.

Fiduciary Excellence Part 3: Implementing the Investment Strategy

Posted by Terra McBride, MBA, AIF®, Vice President of Marketing & Professional Development on January 23, 2019

Fiduciary Excellence Part 3: Implementing the Investment Strategy

We're more than halfway through the Fiduciary Quality Management System. Here's where the rubber meets the road, Step 3 - Implement. Check it out!

Fiduciary Excellence Part 2: Formalizing the Investment Strategy

Posted by Terra McBride, MBA, AIF®, Vice President of Marketing & Professional Development on January 15, 2019

Fiduciary Excellence Part 2: Formalizing the Investment Strategy

This week, we dig into Step 2 of the Fiduciary Quality Management System - Formalize. We will dedicate a blog post to each of our four Prudent Practices® as we prepare for National Fiduciary Day on Feb. 28 so be sure to stop back!

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