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Insights from the experts in investment fiduciary responsibility.

A Winning Proposition: The AIF® Partnering with an Independent Auto Rollover IRA Provider

Posted by Mark Koeppen and Jeff Linkowski, AIF® on October 15, 2018

A Winning Proposition: The AIF® Partnering with an Independent Auto Rollover IRA Provider

The mandatory force-out used to be an administrative afterthought. Use what the record keeper offered and move on. As with everything, change is inevitable and the competition for auto rollovers from the mandatory force-out process has created pricing and service pressure that fiduciaries now need to evaluate. Find out how an AIF® partnering with an independent auto rollover IRA provider created a winning proposition!

A Math Nerd's Evaluation of Blaine's Reputation White Paper

Posted by Tyler Kirkland, AIF®, PPC®, Director of Business Development and Client Engagement on August 31, 2018

A Math Nerd's Evaluation of Blaine's Reputation White Paper

Do you like math? This post is for you! Here is a not-so-brief breakdown of the Trust Equation, used as part of Blaine Aikin's "Fiduciary Conduct and Your Reputation" white paper and supplementary webinar, from a math nerd's perspective.

RFP Best Practices

Posted by Tyler Kirkland, AIF®, PPC®, Director of Business Development and Client Engagement on August 10, 2018

RFP Best Practices

Establish a successful RFP process and remember, it is not enough to set it and forget it.

What does Client Engagement Mean to Us?

Posted by Linda Groden, AIF®, Client Engagement Manager on July 27, 2018

What does Client Engagement Mean to Us?

The Fi360 Client Engagement Team wants you to know they're ready to exceed your expectations.

How to Get the Most Out of Model Portfolios

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

How to Get the Most Out of Model Portfolios

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.”

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