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.
Fi360 Sees More Interest from Wealth AdvisersPLANADVISER
July 13, 2018
Previewing two new Fiduciary Focus Toolkit reports that help plan advisers optimize their workflow, Fi360’s product strategy leader pointed to increased interest in fiduciary support among traditionally wealth-focused firms.
Fi360 And 401(K) Specialist Magazine Announce Dynamic Content Partnership For Advisors401(k) Specialist Magazine
July 11, 2018
The Fi360 content tab will appear in the navigation bar on the 401(k) Specialist homepage
Fi360 Expands Reporting Capabilities within Fiduciary Focus Toolkit™Fi360
July 10, 2018
We have enhanced our Fiduciary Focus Toolkit™ with two new reports: The Model Portfolio Report and the Cost & Services Report. The additions deepen monitoring and reporting capabilities for users, both essential ongoing processes for fiduciary-minded financial professionals.
When it comes to the proposed SEC advice rule, words matterInvestmentNews
June 29, 2018
The SEC advice rule would create a second, non-fiduciary version of the term 'best interest'.
Sale of KC-area firm creates one of nation’s largest fiduciary services providersKansas City Business Journal
June 21, 2018
Overland Park's Center for Fiduciary Management was sold to Fi360, creating one of the largest providers of fiduciary-focused tools and training for financial advisers in the nation.
Competing for Advisers With Tools and Services: Retirement Industry M&A ActivityPLANADVISER
June 20, 2018
Pressing industry trends and emerging opportunities are reflected in recent merger and acquisition activity among retirement plan advisers and service providers, and in the efforts of other firms to restructure their basic approach to sales and service.
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