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.

4 Best Financial Certifications

U.S. News & World Report
October 08, 2020

Financial certifications can be confusing but here are the top ones.
Continue Reading

Be a Chef, Not a Cook, When Serving Up a Great 401k Plan

401k Specialist
October 08, 2020

Advisor Terry Morgan of Ok401k shares three warning signs that a plan sponsor has a cook on their plan instead of a chef
Continue Reading

Finding a Financial Advisor Is Easier Than Ever. So Why Is It So Hard to Pick a Good One?

Money.com
September 23, 2020

With new digital tools popping up left and right, there have never been so many options when it comes to choosing who (or what) to help manage your money. But with regulations constantly in flux, the landscape has never been more confusing — or potentially dangerous — for investors.
Continue Reading

ESG Investing, Reg BI Experts Among Fi360 2020 Annual Conference Speakers

Broadridge
February 10, 2020

Fi360, a Broadridge® Company and the nation’s leading provider of fiduciary-related education and technology, reveals a stellar agenda and notable keynote speaker for its 2020 annual conference on May 17-19 at the JW Marriott hotel in Austin, Texas.
Continue Reading

Fi360 Launches Reg BI Training in Advance of June Implementation

401K Specialist
February 06, 2020

The two-part training solution streamlines SEC Regulation Best Interest compliance implementation efforts for broker-dealer home office personnel, their representatives and advisors in the field
Continue Reading

Fi360 Adds Reg BI Training Module

WealthMangement.com
February 06, 2020

With the June 30 Reg BI compliance deadline only months away, Fi360 releases new training.
Continue Reading

Next

Page 1 out of 42

Let’s get to work. Connect