July Business Services is First to Earn a CEFEX Certification for Operational Fiduciaries in Pooled Plans
July Business ServicesOctober 24, 2023
July Business Services (“JULY”) has received the first certification as a Pooled Plan Service Provider issued by the Centre for Fiduciary Excellence (“CEFEX”) from Broadridge.
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Broadridge Consolidates Retirement Solutions Offerings Under Unified Name: Broadridge Retirement and Workplace
BroadridgeMay 22, 2023
Broadridge announced that it is bringing its retirement and workplace services together under one unified name: Broadridge Retirement and Workplace.
The new naming combines Matrix Financial Solutions and Fi360 Solutions under a single name, allowing clients to align effectively with products and services that enhance their offerings.
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Broadridge Launches Initiative to Gift Fiduciary Training to Women and People of Color in Financial Professions
BroadridgeJanuary 30, 2023
Fi360 Accredited Investment Fiduciary® Designation Training to be provided at no cost to 100 financial professionals in underrepresented groups through Envestnet and Choir collaboration.
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SECURE Act 2.0 is Here
BroadridgeJanuary 20, 2023
What recordkeepers need to do to be ready.
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SECURE Act 2.0 for Financial Advisors: Positioning Yourself for Success
BroadridgeJanuary 19, 2023
Automatic plan enrollment to transform retirement planning.
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A Method for Comparing Retirement Plan Annuities
PlanAdviserJanuary 06, 2023
John Faustino, the head of Fi360, a Broadridge company, discusses new guidance to help advisers pitch in-plan retirement income annuities in a year when the products may be getting more attention.
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