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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.

Include health savings accounts in fiduciary process

InvestmentNews
May 04, 2017

Include health savings accounts in fiduciary process. The DOL rule that requires acting in clients' best interests will apply to these accounts
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Client Memo - Delay of the fiduciary rule may accelerate advisors’ preparations

Fi360
April 25, 2017

Fi360 Update: Ironically, the DOL’s 60-day delay of the fiduciary rule may accelerate advisors’ preparations for implementation
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Research on the Fi360 Fiduciary Score validates power in identifying future high-performing funds

Fi360
March 20, 2017

Score deemed useful in fund selection process by the Center for Financial Planning & Investment at California State University, Northridge
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National Fiduciary Day Declared

Financial Advisor
March 17, 2017

National Fiduciary Day Declared
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