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.
CFFM will be merged into Fi360, which is based in Pittsburgh. The combined entity will have about 85 employees, including seven in the Kansas City area, and will provide nationwide services to 55,000 investment professionals and over 120,000 retirement plans.
