Fi360

Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.

[Fi360 @fi360]

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.

[Fi360 @fi360]

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.

https://t.co/hLlvohFJ0J

[Fi360 @fi360]

"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 https://t.co/TdzdaTMIoo

[Fi360 @fi360]

Here's a great article featuring Fi360's Blaine Aikin, for investors who are curious about the different types of fiduciary financial advisors.

https://t.co/oC1tAY6YHc by @USNews

[Fi360 @fi360]

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!

https://t.co/jSj7s11CL9

[Fi360 @fi360]

"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... https://t.co/wjN29M3w9l

[Fi360 @fi360]

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!
https://t.co/dDf5wieTXi

[Fi360 @fi360]

.@Broadridge Starts Fi360 Remote Exams: Tech Roundup | ThinkAdvisor https://t.co/vChgJPlfir by @ThinkAdvisor #fiduciary #readyfornext

[Matthew Wolniewicz @mwalno]

.@fi360 company meeting today. Painful not to be together but so much to be #Thankful for #401k #WealthManagement @Broadridge

[Fi360 @fi360]

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!

https://t.co/BoGj7Vckav

[Fi360 @fi360]

"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.

https://t.co/pQfKI1TuCn

[Fi360 @fi360]

It’s Time to Buy Annuities. Really. by @riaintel

Fi360's John Faustino gives some perspective on these often disparaged products.

https://t.co/R45oCymSU9

[Fi360 @fi360]

Today at 2PM EDT: 4 Ways to Dig Deeper When Evaluating #TargetDateFunds. https://t.co/UX3revmvcE #masterclass #retirement #DCplans

[Fi360 @fi360]

Tomorrow at 2PM EDT: Webinar: 4 Ways to Dig Deeper When Evaluating #TargetDateFunds. https://t.co/eE7EbTdoiQ #masterclass #retirement #DCplans

[Fi360 @fi360]

Today from 2-3PM: Webinar on Making the Case for #StableValue. https://t.co/OiMpEtamqr #masterclass #retirement #fiduciary

[Fi360 @fi360]

Don't forget about tomorrow's webinar from 2-3PM: Why #StableValue: Making the Case for Stable Value. https://t.co/W1EkI4LsjH #masterclass #retirement #fiduciary

[Fi360 @fi360]

Upcoming webinar: Why Stable Value: Making the Case for #StableValue. Sign up for the webinar here. https://t.co/VTDixmFIru #CD #masterclass #retirement #ibonds

[Fi360 @fi360]

Coming up next week: 4 Ways to Dig Deeper When Evaluating #TargetDateFunds. https://t.co/aNNOGDw7qN #masterclass #retirement #DCplans

[Fi360 @fi360]

Next week's topic: Why Stable Value: Making the Case for Stable Value. Sign up for the webinar here. https://t.co/BXxWek16EK #masterclass #retirement

[Fi360 @fi360]

New webinar! 4 Ways to Dig Deeper When Evaluating #TargetDateFunds. https://t.co/AHqOhAQ0cA #masterclass #retirement #DCplans

[Fi360 @fi360]

Advisors Scrambling to Meet Reg BI Compliance Deadline | ThinkAdvisor https://t.co/bJy1or82l4 by @ThinkAdvisor