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.
ESG Investing, Reg BI Experts Among Fi360 2020 Annual Conference Speakers
BroadridgeFebruary 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.
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Fi360 Launches Reg BI Training in Advance of June Implementation
401K SpecialistFebruary 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
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Fi360 Adds Reg BI Training Module
WealthMangement.comFebruary 06, 2020
With the June 30 Reg BI compliance deadline only months away, Fi360 releases new training.
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Elements of Retirement Plan Committee Education
PLANSPONSORJanuary 30, 2020
There are several elements to include for new retirement plan committee members, but ongoing education is also important.
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Don’t Sleep on Reg BI Compliance, Industry Officials Warn
ThinkAdvisorJanuary 24, 2020
Despite legal challenges, the obligations Reg BI imposes on financial firms “are real and immediate,” says Bates Research.
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Broadridge Completes Acquisition of Fi360
Broadridge Financial Solutions, Inc.November 04, 2019
Acquisition provides advisors with fiduciary tools and Reg BI support, and expands data and analytics capabilities for asset managers
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