Skip to Content

News

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.

Fi360 Enhances Technology with Newly Redesigned Fee Benchmarker® Tool

Fi360 News Release
December 11, 2017

Enhancements to Fee Benchmarker combine Ann Schleck & Co. retirement plan research with Fi360 technology
Click here to read more

Advisers face pressure to automate workflows

Investment News
December 06, 2017

John Faustino, the chief product and strategy officer at Fi360, talks about the importance of consistent, repeatable processes and the role technology plays in fiduciary workflows.
Read Full Article

Client Memo: Fiduciary Rule Update

Fi360
November 06, 2017

On Nov. 2, the Office of Management and Budget posted a submission from the DOL on its website that would delay the compliance deadline for certain prohibited transaction exemptions under the DOL’s fiduciary rule from Jan. 1, 2018, to July 1, 2019. Find out what this means in our latest Client Memo.
Click here to read more

Fund fees: Is cheaper always better?

FinancialPlanning
November 06, 2017

John Faustino, chief product and strategy officer at Fi360, weighs in on the value behind fund fees.
Read Full Article

Back to top