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Now is the time to earn your AIF® Designation

Fi360 will be in Charlotte and Austin on Dec. 7.

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Fi360 news

  • November 06, 2017

    On Nov. 2, the Office of Management and Budget posted a submission from the DOL on its website that would delay the compliance deadline for certain prohibited transaction exemptions under the DOL’s fiduciary rule from Jan. 1, 2018, to July 1, 2019. Find out what this means in our latest Client Memo. READ MORE

  • November 06, 2017

    John Faustino, chief product and strategy officer at Fi360, weighs in on the value behind fund fees. READ MORE

  • October 26, 2017

    Harmonizing between federal agencies and state regulators is a complex task in everyone's best interest. READ MORE

  • October 24, 2017

    Fi360 Executive Chairman Blaine F. Aikin, AIFA®, CFA, CFP® highlights the fiduciary concerns under ERISA. READ MORE

more news

From our Blog

  • November 10, 2017

    Q3 Top Quartile Report - Special Edition READ

  • September 20, 2017

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

  • September 08, 2017

    5 Factors To Consider Before Adding Newer Investments To Fiduciary Accounts READ

  • August 31, 2017

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

  • August 18, 2017

    Raising the Bar with the Fi360 Fiduciary Score READ

  • August 17, 2017

    Are annual investment reviews enough? READ

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