News
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
BroadridgeMay 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.
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Broadridge Launches Initiative to Gift Fiduciary Training to Women and People of Color in Financial Professions
BroadridgeJanuary 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.
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SECURE Act 2.0 is Here
BroadridgeJanuary 20, 2023
What recordkeepers need to do to be ready.
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SECURE Act 2.0 for Financial Advisors: Positioning Yourself for Success
BroadridgeJanuary 19, 2023
Automatic plan enrollment to transform retirement planning.
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A Method for Comparing Retirement Plan Annuities
PlanAdviserJanuary 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.
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Momentum is Growing to Educate Advisers on Plan Options for Lifetime Income
PlanAdvisorDecember 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.
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