Client divorce splits advisers’ fiduciary duty of loyalty
InvestmentNewsAugust 22, 2018
Working with a divorcing couple poses challenges, but specialized training programs can help advisers better serve this large market segment
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Fi360’s Top Quartile Fiduciary Scores
401(k) Specialist MagazineAugust 17, 2018
Not surprisingly, CIT managers perform the best
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Why you should still take the fiduciary high ground on 401(k) rollovers
InvestmentNewsAugust 14, 2018
Despite death of DOL fiduciary rule, regulators continue to look at rollover advice from advisers
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Fintech Report Card: July 2018
WealthManagement.comAugust 03, 2018
Riskalyze CEO Aaron Klein gives the thumbs up or thumbs down on the biggest news to hit advisor technology in the previous month.
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Relationship Integration with MassMutual allows advisors to access client data within the Fi360 Toolkit™
Fi360August 02, 2018
The Fi360 Toolkit™ is now integrated with MassMutual’s recordkeeping business. The integration allows advisors to access client data in their Fi360 Toolkit, further enabling them to streamline their business processes and better serve their clients’ needs.
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Fi360 Sees More Interest from Wealth Advisers
PLANADVISERJuly 13, 2018
Previewing two new Fiduciary Focus Toolkit reports that help plan advisers optimize their workflow, Fi360’s product strategy leader pointed to increased interest in fiduciary support among traditionally wealth-focused firms.
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