Blog

Insights from the experts in investment fiduciary responsibility.

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.”

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

Posted by on July 13, 2018

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

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

Educating Plan Sponsors to Win and Retain Business

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!

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