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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.

Tittsworth Wins Fiduciary of the Year Award

May 01, 2014

IAA's David Tittsworth Earns Fiduciary of the Year Award from the Committee for the Fiduciary Standard
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Robert Leahy wins annual designee article competition

April 26, 2014

Congratulations to Robert J. Leahy, AIF® for winning the 2014 designee article competition.
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Three Senior Level Appointments Announced

April 23, 2014

Robert DiMaggio appointed Chief Product Officer; William Mueller appointed Chief Financial Officer; Matthew Wolniewicz appointed Chief Revenue Officer.
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Fi360 now integrated with the Veo® platform from TD Ameritrade Institutional

April 14, 2014

The fi360 Toolkit is now integrated with Veo®, TD Ameritrade Institutional’s powerful account management and trading platform.
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