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Fi360 news

  • 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

  • January 25, 2018

    The incoming head of the Employee Benefits Security Administration may pursue new regulations around 401(k) issues such as annuities READ MORE

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From our Blog

  • 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

  • December 14, 2017

    Behavioral Finance: How Participants Make Decisions READ

  • November 10, 2017

    Q3 Top Quartile Report - Special Edition READ

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