News
Stay up to date on the latest news, industry updates, and releases related to Broadridge Fi360 Solutions.
Fi360 upgrades adviser fee-benchmarking tool
InvestmentNewsDecember 11, 2017
The Fee Benchmarker product draws on a proprietary database to show a firm or individual adviser how the fees they charge compare to peers. Fi360's tool lets advisers refine the comparison group by plan size and services offered, then generates a sponsor-ready report of the data.
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Fi360 Releases Fee Benchmarker Update
planadviserDecember 11, 2017
The benchmarking tool is now fully integrated with Fi360’s Fiduciary Focus Toolkit, which automates workflow and oversight to ensure fiduciary best practices.
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Fi360 Enhances Technology with Newly Redesigned Fee Benchmarker® Tool
Fi360 News ReleaseDecember 11, 2017
Enhancements to Fee Benchmarker combine Ann Schleck & Co. retirement plan research with Fi360 technology
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Advisers face pressure to automate workflows
Investment NewsDecember 06, 2017
John Faustino, the chief product and strategy officer at Fi360, talks about the importance of consistent, repeatable processes and the role technology plays in fiduciary workflows.
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Client Memo: Fiduciary Rule Update
Fi360November 06, 2017
On Nov. 2, the Office of Management and Budget posted a submission from the DOL on its website that would delay the compliance deadline for certain prohibited transaction exemptions under the DOL’s fiduciary rule from Jan. 1, 2018, to July 1, 2019. Find out what this means in our latest Client Memo.
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Fund fees: Is cheaper always better?
FinancialPlanningNovember 06, 2017
John Faustino, chief product and strategy officer at Fi360, weighs in on the value behind fund fees.
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