PITTSBURGH--(BUSINESS WIRE)--Fi360, the nation’s leading provider of fiduciary-related education and technology, announces the acquisition of the Center for Fiduciary Management (“CFFM”), an ...
PITTSBURGH--(BUSINESS WIRE)--Fi360, the nation’s leading provider of fiduciary-related education and technology, has completed an agreement with Blue Prairie Group to acquire its stable value fund ...
Broadridge's Fi360 Launches Remote Proctoring, Enabling Online Certifications for Financial Advisors
NEW YORK, July 28, 2020 /PRNewswire/ -- Financial advisors seeking nationally recognized fiduciary designations can now take required exams safely online via a new remote proctoring exam launched this ...
Broadridge’s Fi360 is launching a new Reg BI training curriculum, according to the firm. The module’s two-part training comes just months before the implementation of the June 30 compliance deadline.
Fiduciary services provider fi360 has completed what Chief Executive Blaine Aikin describes as its biggest technology project yet: a system that will make its advisor toolkit available to clients of ...
PITTSBURGH, Oct. 17, 2013 /PRNewswire/ -- fi360, the premier organization for fiduciary education, investment analytics, support services and industry insights for financial professionals, today ...
The Self-Regulatory Organization for Independent Investment Advisers today teamed with Fi360 to pave the way for a fiduciary exam that it will administer to advisers who want to register with the ...
Pittsburgh-based Fi360 announced on Tuesday that it has acquired the Center for Fiduciary Management, a technology provider for retirement plan advisors. Fi360 bills the acquisition, which closed last ...
In an aggressive move to build out its presence in wealth management, Broadridge Financial will buy Fi360, a provider of fiduciary services and training to advisors. Processing Content Last year, the ...
Fi360 has acquired IPS AdvisorPro, a technology platform that helps financial advisers develop customized investment policy statements. “We feel strongly that the implementation and maintenance of a ...
NEW YORK, April 6, 2021 /PRNewswire/ -- Broadridge Fi360 Solutions, the nation's leading provider of fiduciary-related education and technology, has unveiled the agenda and keynote speakers for its ...
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