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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.

INSIGHTS 2014 Keynote Speakers Announced

January 10, 2014

Keynote speakers for INSIGHTS 2014 have been announced! Join us for sessions by Anthony Williams and Tom Kelley. Register by January 17 and save $100 off your registration!
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Fi360 and IPS AdvisorPro Partner with FinaMetrica for Data Integration

December 16, 2013

Integration of technologies will support enhanced advisor-client communications and more successful client and investment management practices.
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Ann Schleck & Co. Releases Updated Fee Almanac

November 01, 2013

Ann Schleck & Co., a division of fi360, just released the updated version of their Fee Benchmarkerâ„¢ Adviser Fee Almanac.
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Fi360 Acquires IPS AdvisorPro

October 17, 2013

We are pleased to announce that we have acquired IPS AdvisorPro, the cloud-based technology for building and maintaining investment policy statements.
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