Fi360 And 401(K) Specialist Magazine Announce Dynamic Content Partnership For Advisors
401(k) Specialist MagazineJuly 11, 2018
The Fi360 content tab will appear in the navigation bar on the 401(k) Specialist homepage
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Fi360 Expands Reporting Capabilities within Fiduciary Focus Toolkit™
Fi360July 10, 2018
We have enhanced our Fiduciary Focus Toolkit™ with two new reports: The Model Portfolio Report and the Cost & Services Report. The additions deepen monitoring and reporting capabilities for users, both essential ongoing processes for fiduciary-minded financial professionals.
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When it comes to the proposed SEC advice rule, words matter
InvestmentNewsJune 29, 2018
The SEC advice rule would create a second, non-fiduciary version of the term 'best interest'.
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Sale of KC-area firm creates one of nation’s largest fiduciary services providers
Kansas City Business JournalJune 21, 2018
Overland Park's Center for Fiduciary Management was sold to Fi360, creating one of the largest providers of fiduciary-focused tools and training for financial advisers in the nation.
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Competing for Advisers With Tools and Services: Retirement Industry M&A Activity
PLANADVISERJune 20, 2018
Pressing industry trends and emerging opportunities are reflected in recent merger and acquisition activity among retirement plan advisers and service providers, and in the efforts of other firms to restructure their basic approach to sales and service.
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Fi360 Acquires Center for Fiduciary Management
ThinkAdvisorJune 19, 2018
Fiduciary education, training and technology firm Fi360 said Tuesday that it has acquired the Center for Fiduciary Management, an investment management technology provider for retirement plan advisors.
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