Fi360 Urges DOL and SEC to Come Together on Fiduciary Rule
Posted by on March 16, 2018
Fi360 said today that the U.S. Department of Labor should continue its support of an updated rule that holds investment fiduciaries accountable for their retirement advice.
Don’t Miss National Fiduciary Day on March 22, 2018
Posted by Ryan Lynch on March 01, 2018
Nearly one year ago, on March 23, 2017, 60 advisors from 13-states converged on three beloved U.S. cities to unpack the prudent investment practices required of millions of investment stewards and the financial professionals who serve them.
Do bad index funds exist?
Posted by Mike Limbacher, AIF®, Product Manager on February 21, 2018
Some advisors erroneously believe that by simply investing in index funds they can forgo any ongoing monitoring of client investments. This approach is faulty for several reasons, but the basic question is: Do bad index funds exist?
America Saves Week - How to Sell and Deliver a Financial Wellness Program
Posted by Ryan Lynch, AIF®, PPC®, Program Manager on February 13, 2018
In a profession where differentiation is crucial, leveraging a financial wellness program can help you stand out. Because there is no standard definition of financial wellness, you’re in the driver’s seat – or at least riding shotgun – in defining such a program. In celebration of America Saves Week later this month, Ryan has put together some tips for getting started with or revamping your own financial wellness program.
Q4 2017 Top Quartile Report
Posted by John Faustino, AIFA®, PPC®, Chief Product and Strategy Officer on February 08, 2018
The latest Fi360 Top Quartile Report is now available for download! This quarter, over 78,000 investments were scored and 17 percent achieved the highest mark of a zero score, passing the scrutiny of nine rigorous filters.
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