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Behavioral Finance: How Participants Make Decisions

Posted by on December 14, 2017 in

Behavioral finance research shows most 401(k) participants are not active decision-makers.  In fact, most participants are dominated by five key behavioral traits: inertia, procrastination, choice overload, endorsement and framing. This week, we hosted Dr. Greg Kasten of Unified Trust for a webinar discussion that explains these behaviors and how appropriate strategies can be enacted to allow for participant success despite these behaviors. You can view a recording of that presentation in our webinar archive.  We ran out of time before being able to answer all of the questions that were submitted during the call, but Dr. Kasten was...

Behavioral Finance: How Participants Make Decisions

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Q3 Top Quartile Report - Special Edition

Q3 Top Quartile Report - Special Edition

Posted by Robin Green on November 10, 2017 in

See how fund families ranked in Q3 with the Fi360 Fiduciary Score®! This special edition includes a closer look at fund families with R share classes focused on the retirement plan market.

Answering Your Questions on Fees, Services, and a Prudent Process for IRA Rollovers

Posted by Fi360 Team on September 20, 2017 in

On Tuesday of this week, we conducted our quarterly Coaching Call for Designees on the topic of Fees, Services, and a Prudent Process for IRA Rollovers.  During the presentation, Robin Green, Chuck Hammond, and Duane Thompson looked at the changing environment for the IRA rollover market and what it means for advisors who are offering those services. For active AIF®, AIFA, and PPC designees who were not able to attend, a replay is available in the Designee Portal.  There were a number of questions that our panelists were not able to get to before the conclusion...

Answering Your Questions on Fees, Services, and a Prudent Process for IRA Rollovers

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5 Factors To Consider Before Adding Newer Investments To Fiduciary Accounts

5 Factors To Consider Before Adding Newer Investments To Fiduciary Accounts

Posted by John Faustino, Chief Product & Strategy Officer on September 08, 2017 in Fiduciary Excellence Fund Analysis

While the three-year history is used as a gating factor for evaluating many investments, there may be instances where it’s prudent to select newer investments for fiduciary accounts. Waiting for three-years of history should not be a hard rule, but rather a guiding principle for evaluating investments with readily available characteristics. Here are five factors that should be considered in determining whether a new investment warrants consideration for a fiduciary account.

Answers To Your 'The HSA Opportunity for Retirement Advisors' Questions

Posted by on August 31, 2017 in

Earlier this week, we presented a webinar on The HSA Opportunity for Retirement Advisors. We received more questions during the webinar than we were able to answer during our 60 minutes. Here are your answers.

Answers To Your 'The HSA Opportunity for Retirement Advisors' Questions

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