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Insights from the experts in investment fiduciary responsibility.

5 Ways to Modernize Your Next Recordkeeper RFP

Posted by Robbie Bristow, AIF®, Director of Product Strategy on August 16, 2019

5 Ways to Modernize Your Next Recordkeeper RFP

For many advisors, recordkeeper RFPs conjure up thoughts of endless amounts of documents, countless back-and-forth conversations with candidates, and immense amounts of effort and time. To help you form a better recordkeeper RFP process, here are five ways you can modernize your next RFP.

ICYMI - Aug. 2, 2019

Posted by Fi360 on August 02, 2019

ICYMI - Aug. 2, 2019

In Case You Missed It: Here is your roundup of recent news, webinars and information that made an impression on us.

Mario Giganti of Cornerstone Capital Advisors + Fi360

Posted by Fi360 on July 19, 2019

Mario Giganti, president and senior advisor at Cornerstone Capital Advisors, talks about how he and his team use Fi360's tools and education to help their clients understand and build a prudent fiduciary process.

ICYMI - June 28, 2019

Posted by Fi360 on June 28, 2019

ICYMI - June 28, 2019

In Case You Missed It: Here is your roundup of recent news, webinars and information that made an impression on us.

All Things Fiduciary

Posted by Kathleen M. McBride, AIFA®, Founder, Fiduciarypath, LLC on June 21, 2019

All Things Fiduciary

Kathleen M. McBride, AIFA®, Founder, Fiduciarypath, LLC and CEFEX-certified analyst, talks about her journey from advisor to journalist to fiduciary ambassador.

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