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.
Choosing Between a Stable Value or Money Market Fund
PlanSponsorAugust 28, 2019
Lawsuits have led to confusion about which direction retirement plan sponsors should go when choosing a capital preservation fund for their plan lineup.
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These Are the New Rules for Finding a Financial Advisor You Can Trust
MoneyAugust 13, 2019
Choosing a financial advisor has always been a confusing, high-stakes decision, and critics say a recent regulation designed to help consumers may actually have made it harder to know whom to trust.
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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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