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 Earns Accreditation for AIF Designation
401(k) SpecialistJuly 09, 2019
Fi360 announced Tuesday that its Accredited Investment Fiduciary (AIF) designation has been …well, accredited by ANSI National Accreditation Board (ANAB).
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Fi360 Earns Coveted Accreditation Status for AIF® Designation
Fi360July 09, 2019
Accreditation by ANSI National Accreditation Board (ANAB) adds further clout to the AIF® Designation
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Adviser regulation caught up in partisan era, making it hard to plan for future
InvestmentNewsJune 27, 2019
A change in the White House in 2020 could result in a reversal of new SEC advice reform rules, just as the last presidential transition left the DOL fiduciary rule dead
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Industry Digs In as Reg BI, Advice-Standards Package Arrives
ThinkAdvisorJune 27, 2019
Industry officials and lawyers are knee-deep in analyzing the SEC’s much-anticipated package of new advice rules; lawsuits may be on the horizon.
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Hiring Strategies in a Tight Labor Market
WealthMangement.comJune 25, 2019
Your plan consulting business is running flat out. It’s time to add staff, but you’ve seen numerous headlines about the tight labor market and the difficulty finding qualified candidates. But your firm has a good reputation and its compensation and benefits are competitive, so it shouldn’t be too difficult to find experienced candidates—right?
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What you need to know about professional fiduciaries
InvestmentNewsJune 03, 2019
A new model law would allow states to do a better job of protecting the interests of those subject to guardianship
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