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 Plans

July 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.
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Broadridge Consolidates Retirement Solutions Offerings Under Unified Name: Broadridge Retirement and Workplace

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.
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Broadridge Launches Initiative to Gift Fiduciary Training to Women and People of Color in Financial Professions

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.
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SECURE Act 2.0 is Here

January 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

January 19, 2023

Automatic plan enrollment to transform retirement planning.
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A Method for Comparing Retirement Plan Annuities

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.
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