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.

These Are the New Rules for Finding a Financial Advisor You Can Trust

August 13, 2019

Choosing a financial advisor has always been a confusing, high-stakes decision, and critics say a recent regulation designed to help consumers may actually have made it harder to know whom to trust.
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Fi360 Earns Accreditation for AIF Designation

401(k) Specialist
July 09, 2019

Fi360 announced Tuesday that its Accredited Investment Fiduciary (AIF) designation has been …well, accredited by ANSI National Accreditation Board (ANAB).
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Fi360 Earns Coveted Accreditation Status for AIF® Designation

July 09, 2019

Accreditation by ANSI National Accreditation Board (ANAB) adds further clout to the AIF® Designation
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Adviser Regulation Caught Up in Partisan Era, Making It Hard to Plan for Future

June 27, 2019

A change in the White House in 2020 could result in a reversal of new SEC advice reform rules, just as the last presidential transition left the DOL fiduciary rule dead
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Industry Digs In as Reg BI, Advice-Standards Package Arrives

June 27, 2019

Industry officials and lawyers are knee-deep in analyzing the SEC’s much-anticipated package of new advice rules; lawsuits may be on the horizon.
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Hiring Strategies in a Tight Labor Market
June 25, 2019

Your plan consulting business is running flat out. It’s time to add staff, but you’ve seen numerous headlines about the tight labor market and the difficulty finding qualified candidates. But your firm has a good reputation and its compensation and benefits are competitive, so it shouldn’t be too difficult to find experienced candidates—right?
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