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Stay up to date on the latest company news, developments, and releases; new product and services offerings; advocacy and policy activities; and opportunities for our members and the fiduciary community.

Fiduciary Rule Creating Opportunities for Advisers to Small Plans

Planadvisor.com
October 02, 2017

Matt Wolniewicz, president of Fi360, weighs in on the importance of employing fiduciary best practices as a small plan advisor.
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Sorting through Professional Credentials

WealthManagement.com
September 27, 2017

Michael Muirhead, AIF®, PPC®, senior vice president, Learning and Development quoted.
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401(k) lawsuit attacks excessive advisory fees paid to UBS

InvestmentNews
September 26, 2017

Duane Thompson, AIFA®, senior policy analyst, and Robin Green, AIF®, senior vice president, data and analytics, quoted.
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Fi360 Enhances Fiduciary Toolkit with Prospecting Feature

PLANADVISER
September 21, 2017

The new business-development capability in the Fiduciary Focus Toolkit allows advisers to illustrate how certain changes could benefit a prospective client’s portfolio.
PLANADVISER Features the Fiduciary Focus Toolkit

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