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New Product Fiduciary Focus Toolkit

Software that enables financial professionals to automate advisor workflow and have oversight of fiduciary best practices.
 

Fi360 news

  • February 16, 2017

    Fi360 and American Funds Establish Integration Relationship READ MORE

  • January 31, 2017

    While the fate of the DOL fiduciary rule is uncertain, most firms are following through on their commitment to serve clients’ best interests by implementing strong fiduciary practices. Fi360 is answering advisors’ call to receive proper guidance, announcing that March 23, 2017, will be National Fiduciary Day. READ MORE

  • January 31, 2017

    Investors shouldn't wait until April 10 to find out what the Labor Department’s new fiduciary rule will mean for their relationship with their adviser, experts say. READ MORE

  • January 27, 2017

    "People want to be able to invest in a way that is consistent with their values," says Blaine Aikin, executive chairman at fi360, a Pittsburgh-based fiduciary education and technology company. READ MORE

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From our Blog

  • February 16, 2017

    Fi360 and American Funds Establish Integration Relationship
    Integration allows advisors to access client data from within the Fi360 Toolkit READ

  • February 10, 2017

    Fi360 Fiduciary Talk 45: Fiduciary Rule scores victory in Texas READ

  • February 09, 2017

    Fi360 Declares March 23 National Fiduciary Day READ

  • February 02, 2017

    Fi360 Fiduciary Talk 44: DOL Releases Second Set of FAQs READ

  • January 12, 2017

    Fi360 Fiduciary Talk 43: Titles used by advisers can trigger fiduciary status READ

  • December 19, 2016

    The AIF, is it a marketing tool? READ

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