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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 Expands Fiduciary Essentials Training Program for Financial Professionals

January 17, 2018

Updated Fiduciary Essentials for Advisors curriculum enables financial professionals to successfully navigate the evolving regulatory and market environment
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Fiduciary Expert Blaine Aikin Takes Expanded CEFEX Role as Executive Chairman

January 16, 2018

CEFEX, the Centre for Fiduciary Excellence, LLC, an Fi360 company, is pleased to announce the appointment of Blaine F. Aikin, AIFA®, CFA, CFP®, as Executive Chairman of the company. In conjunction with this industry leader appointment, CEFEX is enhancing its Investment Advisor certification program.
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The latest in financial adviser #FinTech

January 03, 2018

Welcome to the January 2018 issue of the Latest News in Financial Adviser #FinTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisers and wealth management!
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Time for SEC to take fiduciary baton from DOL

January 02, 2018

With the core of the DOL fiduciary rule in place and the rest of it delayed for 18 months, can advisers expect all to be quiet on the fiduciary front in 2018? In a word, no. The regulatory baton has been passed from the DOL to the SEC and it's likely we will see an SEC fiduciary rule proposal by midyear, perhaps even in the first quarter.
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