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Fi360 news

  • December 11, 2017

    The Fee Benchmarker product draws on a proprietary database to show a firm or individual adviser how the fees they charge compare to peers. Fi360's tool lets advisers refine the comparison group by plan size and services offered, then generates a sponsor-ready report of the data. READ MORE

  • December 11, 2017

    The benchmarking tool is now fully integrated with Fi360’s Fiduciary Focus Toolkit, which automates workflow and oversight to ensure fiduciary best practices. READ MORE

  • December 11, 2017

    Enhancements to Fee Benchmarker combine Ann Schleck & Co. retirement plan research with Fi360 technology READ MORE

  • December 06, 2017

    John Faustino, the chief product and strategy officer at Fi360, talks about the importance of consistent, repeatable processes and the role technology plays in fiduciary workflows. READ MORE

more news

From our Blog

  • December 14, 2017

    Behavioral Finance: How Participants Make Decisions READ

  • 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

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