To Meet Investor ESG Demand, Broadridge Enhances Fiduciary Toolkit for Financial Advisors
Press ReleaseOctober 13, 2021
The enhancement to the Fi360 Toolkit enables financial advisors to leverage ESG rating data in conjunction with pecuniary factors to construct client portfolios
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Top Financial Certifications
U.S. News & World ReportSeptember 16, 2021
Financial certifications can be confusing but here are the top ones.
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Ahead of DOL IRA Rollover Requirements, Broadridge Fi360 Offers Enhanced Solution
Press ReleaseSeptember 08, 2021
Broadridge Fi360 Solutions enhanced its Decision Optimizer software for financial advisors. The enhanced capability supports advisors with PTE 2020-02 requirements as well as ongoing IRA rollover and related compliance needs.
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Fiduciary Advisors Keep the Industry Sustainable
Barron'sDecember 04, 2020
In order for a market to be sustainable, it has to address client needs and offer those providing the services a reasonable opportunity to profit. The fiduciary advisory model is sustainable because it’s investor centric. Fiduciary advisors develop trust by putting investor interests first and being transparent about conflicts. The result is mutually beneficial relationships where investors’ needs are the primary focus and advisors charge reasonable rates for services delivered.
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Magnifi announces inclusion of preeminent fiduciary scoring data from Broadridge | Fi360
Cision: Press ReleaseNovember 04, 2020
BOULDER, Colo., Nov. 4, 2020 /PRNewswire/ -- Magnifi, a TIFIN Group company and the world's first natural-language powered investment platform and Fi360, a Broadridge company specializing in fiduciary education and technology, today announced the inclusion of the Fi360 Fiduciary Score® in Magnifi's powerful semantic searching and screening platform.
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The Best Conferences To Attend (Or Not) In 2021 And The Future Of Financial Advisor Conferences
Nerd's Eye ViewOctober 26, 2020
Reinvesting in one’s education is a staple of being a professional and is embodied in both the philosophy and the actual requirement of continuing education (CE).
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