News
Stay up to date on the latest news, industry updates, and releases related to Broadridge Fi360 Solutions.
SEC and DOL should agree on tough fiduciary rules
October 26, 2017
Harmonizing between federal agencies and state regulators is a complex task in everyone's best interest.
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401(k) advisers under pressure to keep up with due diligence of investment products
InvestmentNewsOctober 24, 2017
Fi360 Executive Chairman Blaine F. Aikin, AIFA®, CFA, CFP® highlights the fiduciary concerns under ERISA.
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Fiduciary Rule Creating Opportunities for Advisers to Small Plans
Planadvisor.comOctober 02, 2017
Matt Wolniewicz, president of Fi360, weighs in on the importance of employing fiduciary best practices as a small plan advisor.
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Sorting through Professional Credentials
WealthManagement.comSeptember 27, 2017
Michael Muirhead, AIF®, PPC®, senior vice president, Learning and Development quoted.
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401(k) lawsuit attacks excessive advisory fees paid to UBS
InvestmentNewsSeptember 26, 2017
Duane Thompson, AIFA®, senior policy analyst, and Robin Green, AIF®, senior vice president, data and analytics, quoted.
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Fi360 and Schwab Advisor Center® Come Together to Propel Advisor Success
Fi360 NewsSeptember 25, 2017
Fi360's Toolkit for Advisors and Fiduciary Focus Toolkit™ software are now integrated with Schwab Advisor Center®.
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