Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Joined February 2009
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Fi360, a Broadridge Co., has been closely monitoring the coronavirus (COVID-19) and its impact on our industry. After careful consideration, we have decided to cancel the 2020 Fi360 Conference in Austin. We value & thank you for your support. Be safe & take care of each other.
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Join us for our 2020 Fiduciary Year in Review and a Look Ahead with Blaine Aikin and Duane Thompson, Thursday, December 10 at 2:00 p.m. ET.
hubs.ly/H0Cjprg0
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"No longer do CEOs have the privilege of a measured approach to digital transformation...; they have been thrust into digital leadership regardless of whether they are prepared." How CEOs discover, introduce & implement emerging technology hubs.ly/H0vJDg80
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Here's a great article featuring Fi360's Blaine Aikin, for investors who are curious about the different types of fiduciary financial advisors.
hubs.ly/H0vwVCL0 by @USNews
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According to a recent @Broadridge study lead gen is one of the highest priorities of FAs nationwide. But lead-gen efforts alone won’t translate into success.
Sharpen your sales strategy with our Lead Gen & Nurturing Best Practices Guide. Download here!
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"As wealth management firms across North America look to attract and retain talent, they should be aware that one in two financial advisors often think about leaving their firm to join one with better technology." - Donna Bristow @Broadridge Read more... hubs.ly/H0tXkDw0
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Our goal is to enable financial intermediaries to easily implement a prudent fiduciary process. We built the Fiduciary Focus Toolkit™ to do just that! Today we are hosting a 30-minute introduction to the software. Join us at 3:00 ET. Register now!
hubs.ly/H0tMmcn0
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.@Broadridge Starts Fi360 Remote Exams: Tech Roundup | ThinkAdvisor hubs.ly/H0tcMHt0 by @ThinkAdvisor #fiduciary #readyfornext
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Fi360 retweeted
28 Jul 2020
.@fi360 company meeting today. Painful not to be together but so much to be #Thankful for #401k #WealthManagement @Broadridge
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Yesterday we hosted a webinar focused on financial planning for clients with disabilities. Many attendees took a moment to let us know how valuable the information was to their practice. Curious? Catch the presentation on demand!
hubs.ly/H0sBYlX0
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"It’s time for companies to do more to help their workers evaluate their financial wellness ...." Cindy Dash, general manager & SVP at Matrix Financial Solutions, @Broadridge shares financial wellness tools for companies.
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It’s Time to Buy Annuities. Really. by @riaintel
Fi360's John Faustino gives some perspective on these often disparaged products.
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Today at 2PM EDT: 4 Ways to Dig Deeper When Evaluating #TargetDateFunds. hubs.ly/H0rqzXW0 #masterclass #retirement #DCplans
Tomorrow at 2PM EDT: Webinar: 4 Ways to Dig Deeper When Evaluating #TargetDateFunds. hubs.ly/H0rqzC80 #masterclass #retirement #DCplans
Today from 2-3PM: Webinar on Making the Case for #StableValue. hubs.ly/H0rqzCb0 #masterclass #retirement #fiduciary
Don't forget about tomorrow's webinar from 2-3PM: Why #StableValue: Making the Case for Stable Value. hubs.ly/H0rqzBp0 #masterclass #retirement #fiduciary
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Upcoming webinar: Why Stable Value: Making the Case for #StableValue. Sign up for the webinar here. hubs.ly/H0rqhKD0 #CD #masterclass #retirement #ibonds
Coming up next week: 4 Ways to Dig Deeper When Evaluating #TargetDateFunds. hubs.ly/H0rqhLz0 #masterclass #retirement #DCplans
Next week's topic: Why Stable Value: Making the Case for Stable Value. Sign up for the webinar here. hubs.ly/H0rqhLC0 #masterclass #retirement
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New webinar! 4 Ways to Dig Deeper When Evaluating #TargetDateFunds. hubs.ly/H0rqzC90 #masterclass #retirement #DCplans
Advisors Scrambling to Meet Reg BI Compliance Deadline | ThinkAdvisor hubs.ly/H0rd1sp0 by @ThinkAdvisor