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

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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ESG Investing, Reg BI Experts Among Fi360 2020 Annual Conference Speakers

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
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

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

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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