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.

Fiduciary Advisors Keep the Industry Sustainable

December 04, 2020

In order for a market to be sustainable, it has to address client needs and offer those providing the services a reasonable opportunity to profit. The fiduciary advisory model is sustainable because it’s investor centric. Fiduciary advisors develop trust by putting investor interests first and being transparent about conflicts. The result is mutually beneficial relationships where investors’ needs are the primary focus and advisors charge reasonable rates for services delivered.
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Magnifi announces inclusion of preeminent fiduciary scoring data from Broadridge | Fi360

Cision: Press Release
November 04, 2020

BOULDER, Colo., Nov. 4, 2020 /PRNewswire/ -- Magnifi, a TIFIN Group company and the world's first natural-language powered investment platform and Fi360, a Broadridge company specializing in fiduciary education and technology, today announced the inclusion of the Fi360 Fiduciary Score® in Magnifi's powerful semantic searching and screening platform.
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The Best Conferences To Attend (Or Not) In 2021 And The Future Of Financial Advisor Conferences

Nerd's Eye View
October 26, 2020

Reinvesting in one’s education is a staple of being a professional and is embodied in both the philosophy and the actual requirement of continuing education (CE).
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4 Best Financial Certifications

U.S. News & World Report
October 08, 2020

Financial certifications can be confusing but here are the top ones.
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Be a Chef, Not a Cook, When Serving Up a Great 401k Plan

401k Specialist
October 08, 2020

Advisor Terry Morgan of Ok401k shares three warning signs that a plan sponsor has a cook on their plan instead of a chef
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Finding a Financial Advisor Is Easier Than Ever. So Why Is It So Hard to Pick a Good One?
September 23, 2020

With new digital tools popping up left and right, there have never been so many options when it comes to choosing who (or what) to help manage your money. But with regulations constantly in flux, the landscape has never been more confusing — or potentially dangerous — for investors.
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