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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.

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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Fi360 Acquires Ann Schleck & Co.

September 24, 2013

We are pleased to announce that Ann Schleck & Co., the business development solutions provider, has joined the fi360 team.
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Webinar: Advisor Payments and Conflicts of Interest

September 12, 2013

Sign up for our next free webinar to receive one hour of free CE credit for AIF and AIFA on September 25, 4:00PM-5:00PM ET.
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