Stay up to date on the latest news, industry updates, and releases related to Broadridge Fi360 Solutions.
July Business Services is First to Earn a CEFEX Certification for Operational Fiduciaries in Pooled PlansJuly Business Services
October 24, 2023
July Business Services (“JULY”) has received the first certification as a Pooled Plan Service Provider issued by the Centre for Fiduciary Excellence (“CEFEX”) from Broadridge.
Broadridge Consolidates Retirement Solutions Offerings Under Unified Name: Broadridge Retirement and WorkplaceBroadridge
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.
Broadridge Launches Initiative to Gift Fiduciary Training to Women and People of Color in Financial ProfessionsBroadridge
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.
SECURE Act 2.0 is HereBroadridge
January 20, 2023
What recordkeepers need to do to be ready.
SECURE Act 2.0 for Financial Advisors: Positioning Yourself for SuccessBroadridge
January 19, 2023
Automatic plan enrollment to transform retirement planning.
A Method for Comparing Retirement Plan AnnuitiesPlanAdviser
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.
Page 1 out of 44