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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.

Call for conference speakers

August 15, 2014

Submit your proposal to speak at INSIGHTS 2015, fi360's professional development conference
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Save the date for INSIGHTS 2015

August 14, 2014

INSIGHTS 2015, fi360's professional development conference, is coming to Orlando, March 18-20.
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2014 RIABiz and Fi360 Article Competition Winner Published

May 27, 2014

This year's 2014 article competition winner Robert J. Leahy, AIF®, of Alliance Benefit Group of Illinois was published.
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CEFEX Adds Data Security Requirements

May 20, 2014

CEFEX has recently expanded its assessment guidelines to include more data security questions.
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