Affiliates

401(k) Specialist Magazine

401(k) Specialist is a web, print and enewsletter-based content platform exclusively dedicated to equipping retirement plan advisors with the vision, specialized knowledge and cutting-edge technology vital to their success in a dynamic marketplace. Through feature articles, videos, breaking news and social media updates, 401(k) Specialist assists industry professionals in securing an affordable quality of life in retirement for hardworking Americans through the 401(k) savings vehicle. More information can be found at 401kspecialist.com.


CE Providers

Fi360 offers world-class Continuing Education (CE) courses on a variety of topics to keep our designees on top of industry trends and topics. CE courses are available in a variety of mediums and methods, but we are not the sole provider of quality CE courses. In an effort to expand current offerings and grant designees more access and availability to new courses and topics, Fi360 offers third parties the opportunity to become a CE Provider to Fi360 and reward our designees for attending courses from our approved CE Providers.

Learn more about affiliated CE Providers.


CEFEX

CEFEX’s mission is to provide comprehensive assessment programs to improve risk management for institutional and retail investors. CEFEX assessments help the public determine the trustworthiness of its investment fiduciaries.

To learn more about fiduciary assessments and CEFEX, visit the CEFEX website.


Fi360 Pacific

The Prudent Practices® are relevant to fiduciaries and those who work with fiduciaries around the world. A growing interest in introducing the Practices to various countries with advanced markets has led to an active international presence for Fi360 partners.

To learn more about Fi360 training, tools, and resources in the Pacific region, including legally substantiated, country-specific handbooks for New Zealand and Australia, please visit the Fi360 Pacific website


Investments and Wealth Institute

The Investments and Wealth Institute is the leading financial organization individuals and firms turn to for their advanced professional development. As home to the CIMA®, CPWA®, and RMA® certification programs, conferences, webinars and online education, the Institute provides the tools, resources, and programs for Advisors to thrive throughout their careers. As partners in the community, IWI prides itself on being the premier place Financial Advisors, Wealth Managers and Investment Consultants turn to for their sophisticated and technical educational needs. Members of the Broadridge Fi360 Solutions community, contact The Institute’s Enrollment Counsellors at 303.529.3704 to earn a discount on the Retirement Management Advisor® (RMA®) certification program. Don’t forget to tell them you are part of the Fi360 family and friend’s network.

To learn more about the RMA certification visit https://investmentsandwealth.org/rma.


Magnifi

Magnifi is a financial search platform that is changing the way people shop for investments. The world’s first natural-language powered investment platform helps financial advisors, portfolio managers and everyday investors find, compare and act on investment options. The platform now includes the Fi360 Fiduciary Score®, which gives advisors the ability to discover and use investment products while staying within the guardrails of fiduciary risk.  In an era with thousands of ETFs, mutual funds, stocks, and model portfolios to choose from, Magnifi demystifies and simplifies investing, providing insights and information that save time and help investors make smarter decisions. 

To learn more, visit the Magnifi website


Matrix Trust Company, A Broadridge Company

Matrix Trust Company provides automated trust, custody and agent services for Qualified and Non-Qualified Retirement Plans. Matrix aggregates, reconciles and processes trust and custodial transactional data in a highly automated environment. 

Learn more about Matrix Trust Company.


 Pension Resource Institute (PRI)

PRI's mission is to make retirement plan compliance accessible and affordable. They do this by identifying the right services to deliver to your clients and building compliance resources from there. For member firms (banks, broker-dealers, and RIAs), their service is delivered through a turnkey compliance, practice management and training platform, backed by unlimited consulting to grow your business.

To learn more, visit the PRI website