News

Stay up to date on the latest news, industry updates, and releases related to Broadridge Fi360 Solutions.

Fisher Investments Earns Fiduciary Excellence Certification

PR Newswire
April 04, 2022

Fisher Investments 401(k) Solutions was recognized by the prestigious Centre for Fiduciary Excellence (CEFEX®) and awarded their "Fiduciary Excellence" certification.
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Checkin’ the box: Leveraging ESG rating data to construct client portfolios

Broadcast Retirement Netwok
December 07, 2021

A discussion on what the path forward looks like for ESG in retirement portfolios.
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What Is an Accredited Investment Fiduciary – and How to Become One

U.S. News & World Report
November 04, 2021

When it comes to demonstrating and maintaining a fiduciary duty, financial professionals who have the Accredited Investment Fiduciary®, or AIF®, credentials have a little more "oomph."
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Investments & Wealth Institute’s New Alliance Expands Member Benefits to Include Fiduciary Expertise

Press Release
October 20, 2021

Investments and Wealth Institute members gain special access to premier fiduciary education and technology through Broadridge.
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To Meet Investor ESG Demand, Broadridge Enhances Fiduciary Toolkit for Financial Advisors

Press Release
October 13, 2021

The enhancement to the Fi360 Toolkit enables financial advisors to leverage ESG rating data in conjunction with pecuniary factors to construct client portfolios
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Top Financial Certifications

U.S. News & World Report
September 16, 2021

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