5 Ways to Modernize Your Next Recordkeeper RFP
Posted by Robbie Bristow, AIF®, Director of Product Strategy on August 16, 2019
For many advisors, recordkeeper RFPs conjure up thoughts of endless amounts of documents, countless back-and-forth conversations with candidates, and immense amounts of effort and time. To help you form a better recordkeeper RFP process, here are five ways you can modernize your next RFP.
ICYMI - Aug. 2, 2019
Posted by Fi360 on August 02, 2019
In Case You Missed It: Here is your roundup of recent news, webinars and information that made an impression on us.
Mario Giganti of Cornerstone Capital Advisors + Fi360
Posted by Fi360 on July 19, 2019
Mario Giganti, president and senior advisor at Cornerstone Capital Advisors, talks about how he and his team use Fi360's tools and education to help their clients understand and build a prudent fiduciary process.
ICYMI - June 28, 2019
Posted by Fi360 on June 28, 2019
In Case You Missed It: Here is your roundup of recent news, webinars and information that made an impression on us.
All Things Fiduciary
Posted by Kathleen M. McBride, AIFA®, Founder, Fiduciarypath, LLC on June 21, 2019
Kathleen M. McBride, AIFA®, Founder, Fiduciarypath, LLC and CEFEX-certified analyst, talks about her journey from advisor to journalist to fiduciary ambassador.
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