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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.

Fi360 Teams With ‘Investment Strategy Engine’

401k Specialist
April 06, 2018

What do you get when you combine a science-based “investment strategy engine” with a fiduciary score? A pretty cool announcement.
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55ip’s Investment Platform Adds Fi360 Fiduciary Score® as a Standard Factor

Fi360
April 03, 2018

Powerful Combination Allows Advisors to Create Custom Strategies and Streamline Fiduciary Processes
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Fiduciary rule appeal risks return to the law of the jungle

Financial Times
March 31, 2018

Financial advice concerns continue but US consumers are more savvy
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DOL fiduciary rule death meets ‘Back to the Future’ is a must-watch

InvestmentNews
March 27, 2018

5th Circuit decision may lead to three tiers of client protection
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