Skip to Content

Fi360 news

  • March 16, 2018

    The latest decision out of the Fifth U.S. Circuit Court of Appeals throws a dramatic new element of confusion into the epic regulatory saga that has been the roll out of the Department of Labor fiduciary rule. READ MORE

  • February 21, 2018

    Fi360, the nation’s leading provider of fiduciary-related education and technology, unveiled the agenda and keynotes for its 2018 annual conference, which will take place April 25-27, 2018 in San Diego, Calif. at the Hilton Bayfront. READ MORE

  • February 21, 2018

    Following fiduciary best practices strengthens client relationships and makes them more enduring. Blaine Aikin explains in his latest article for InvestmentNews. READ MORE

  • February 08, 2018

    When SEC inspectors drop in on a firm this year, advisors serving retail clients had better be able to justify their fees, compensation and use of digital advice. The SEC's Office of Compliance Inspections and Examinations published its sixth annual exam priorities, a document that puts the industry on notice about the regulator’s areas of concern. READ MORE

more news

From our Blog

  • March 16, 2018

    Fi360 Urges DOL and SEC to Come Together on Fiduciary Rule READ

  • March 01, 2018

    Don’t Miss National Fiduciary Day on March 22, 2018 READ

  • February 21, 2018

    Do bad index funds exist? READ

  • February 13, 2018

    America Saves Week - How to Sell and Deliver a Financial Wellness Program READ

  • February 08, 2018

    Q4 2017 Top Quartile Report READ

  • February 07, 2018

    The Case for Regulating Titles in Financial Services READ

Visit blog
Back to top