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ICYMI - Aug. 2, 2019

Posted by Fi360 on August 02, 2019

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ICYMI - Aug. 2, 2019

Fi360 is Accredited!

The most exciting news we have shared since our last ICYMI blog post is the accreditation of Fi360 for the Accredited Investment Fiduciary® (AIF®) Designation by the ANSI National Accreditation Board (ANAB).

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Everything is Bigger in Texas

Including the 2020 Fi360 Conference! Registration for the premier event for investment fiduciaries and financial services professionals opened just last week. Join us in Austin, TX, May 17 – 19 for the best fiduciary conference, as ranked by Nerd’s Eye View on Kitces.com.

Register Now


August Webinar - Step 2 of the Fiduciary Process: Formalizing the Investment Strategy*

Join Fi360's Rich Lynch, AIFA®, director, and Bennett Aikin, AIF®, vice president of designations, for an overview of the prudent process an advisor should follow to arrive at a proper investment allocation strategy to best suit the needs of the investor. This session is appropriate as both an introduction to fiduciary responsibility for those who are inexperienced with acting as a fiduciary and as a refresher for experienced advisors who have fiduciary training and a track record of supporting fiduciary clients.

Learn More & Register

*This webinar is accepted for one hour of continuing education by Fi360, CFP Board and IWI. ­


Articles of Interest
 

DOL rule enables small businesses to offer retirement plans through trade associations

State Fiduciary Rules on a 'Collision Course' With Reg BI: Lawyers

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