Stay up to date on the latest news, industry updates, and releases related to Broadridge Fi360 Solutions.

Broadridge Consolidates Retirement Solutions Offerings Under Unified Name: Broadridge Retirement and Workplace

May 22, 2023

Broadridge announced that it is bringing its retirement and workplace services together under one unified name: Broadridge Retirement and Workplace. The new naming combines Matrix Financial Solutions and Fi360 Solutions under a single name, allowing clients to align effectively with products and services that enhance their offerings.
Continue Reading

Broadridge Launches Initiative to Gift Fiduciary Training to Women and People of Color in Financial Professions

January 30, 2023

Fi360 Accredited Investment Fiduciary® Designation Training to be provided at no cost to 100 financial professionals in underrepresented groups through Envestnet and Choir collaboration.
Continue Reading

SECURE Act 2.0 is Here

January 20, 2023

What recordkeepers need to do to be ready.
Continue Reading

SECURE Act 2.0 for Financial Advisors: Positioning Yourself for Success

January 19, 2023

Automatic plan enrollment to transform retirement planning.
Continue Reading

A Method for Comparing Retirement Plan Annuities

January 06, 2023

John Faustino, the head of Fi360, a Broadridge company, discusses new guidance to help advisers pitch in-plan retirement income annuities in a year when the products may be getting more attention.
Continue Reading

Momentum is Growing to Educate Advisers on Plan Options for Lifetime Income

December 01, 2022

Retirement industry groups are ramping up efforts to help advisers understand and compare annuities for plans and consider how to communicate those options to plan sponsors and participants.
Continue Reading


Page 1 out of 44

Let’s get to work. Connect