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The fi360 Executive Summary provides a concise overview of key components of the new fiduciary rule and how it differs from the version first proposed in April 2015.

The fi360 Client Memo condenses the true impact of the rule for our clients and the advisory community who work with retirement assets.

AIF Training is coming to Ann Arbor, Philadelphia, Columbus, and Jersey City! 

The fi360 Fiduciary Score helps you objectively evaluate and select investments for your investment portfolio.
See how your funds score Fiduciary Score

The Fee Benchmarker®Advisor Fee Almanac                            From Ann Schleck & Co. is available in the Fiduciary Store!



The Fee Almanac is your INDEPENDENT and TRUSTED source                                             for benchmarking advisory fees.

fi360 news

  • May 25, 2016

    fi360 is proud to announce the hiring of John Faustino as its Chief Product and Strategy Officer. READ MORE

  • May 17, 2016

    fi360 and Epic Advisors Establish Integration Relationship READ MORE

  • May 10, 2016

    We are proud to announce that Principal private data feed is now available in the fi360 Toolkit with the 4.30.2016 data update. READ MORE

  • December 03, 2015

    The Fiduciary Year in Review Webinar on Dec 10 at 3 PM ET READ MORE

more news

From our Blog

  • May 27, 2016

    Choosing default investment alternatives for 401(k)s requires close due diligence READ

  • May 25, 2016

    An interview with Mike Phillips, Chief Scientist & CEO at MacroRisk Analytics, who was a speaker at INSIGHTS 2016 READ

  • May 18, 2016

    Q&A on the DOL's Fiduciary Rule: Is this covered? READ

  • May 18, 2016

    Podcast: Talk 26 - An interview with Mary Kathryn Campion, President at Champion Capital Research, who was a speaker at INSIGHTS 2016 READ

  • May 17, 2016

    1st Quarter 2016 Markets in Review READ

  • May 17, 2016

    7 Actions to Demonstrate Compliance Following the DOL Fiduciary Rule: READ

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