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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.

Client Memo: Fiduciary Rule Update

November 06, 2017

On Nov. 2, the Office of Management and Budget posted a submission from the DOL on its website that would delay the compliance deadline for certain prohibited transaction exemptions under the DOL’s fiduciary rule from Jan. 1, 2018, to July 1, 2019. Find out what this means in our latest Client Memo.
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Fund fees: Is cheaper always better?

November 06, 2017

John Faustino, chief product and strategy officer at Fi360, weighs in on the value behind fund fees.
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SEC and DOL should agree on tough fiduciary rules

October 26, 2017

Harmonizing between federal agencies and state regulators is a complex task in everyone's best interest.
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401(k) advisers under pressure to keep up with due diligence of investment products

October 24, 2017

Fi360 Executive Chairman Blaine F. Aikin, AIFA®, CFA, CFP® highlights the fiduciary concerns under ERISA.
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