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

Broadridge
February 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 Specialist
February 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.com
February 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

PLANSPONSOR
January 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

ThinkAdvisor
January 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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