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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 - Conference Save the Date

September 11, 2013

Date and location of conference announced, speaker proposals now being accepted.
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Third Annual Fi360-ThinkAdvisor Fiduciary Survey

August 22, 2013

The results of the 2014 fi360-ThinkAdvisor fiduciary survey of advisors are now available.
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Comments to SEC regarding fiduciary harmonization

July 08, 2013

fi360 has submitted comment to the SEC regarding its request for data on Duties of Brokers, Dealers, and Investment Advisers
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Fi360 Appoints Ken Robb as Chief Technology Officer

June 13, 2013

We are pleased to announce that Ken Robb has joined the company as Chief Technology Officer; Robert DiMaggio as VP of Integration and Data Analytics.
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