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

To Meet Investor ESG Demand, Broadridge Enhances Fiduciary Toolkit for Financial Advisors

Press Release
October 13, 2021

The enhancement to the Fi360 Toolkit enables financial advisors to leverage ESG rating data in conjunction with pecuniary factors to construct client portfolios
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Top Financial Certifications

U.S. News & World Report
September 16, 2021

Financial certifications can be confusing but here are the top ones.
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Ahead of DOL IRA Rollover Requirements, Broadridge Fi360 Offers Enhanced Solution

Press Release
September 08, 2021

Broadridge Fi360 Solutions enhanced its Decision Optimizer software for financial advisors. The enhanced capability supports advisors with PTE 2020-02 requirements as well as ongoing IRA rollover and related compliance needs.
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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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