Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Pittsburgh, PA
Joined February 2009
- Tweets7.6K
- Following1.1K
- Followers4.9K
- Likes1.7K
Fi360 retweeted
.@fi360 company meeting today. Painful not to be together but so much to be #Thankful for #401k #WealthManagement @Broadridge
Fi360 retweeted
Congrats #fintech influencers bit.ly/3aNVEV3 @TheRudinGroup @KK_Chicago @williamtrout @MichaelKitces @NexusStrategy @LexSokolin @craigiskowitz @gspitzner @AlexChalekian @SteveMcNY #WealthManagement @ENVCrager @fi360 @Broadridge
Fi360 retweeted
Thank you @MichaelKitces for joining Blaine Aikin @fi360 to discuss Reg BI & it’s impact on #financialservices @broadridge
Fi360 retweeted
#Fi360Conference is cancelled but our Accredited #Investment #Fiduciary (AIF) designees need to earn their CE bit.ly/2X9HB9g come join a #webcast
Fi360 retweeted
Pleasure to speak w @TerraMcB @ajanocha17 & share thoughts about how #fintech #finance HAS to change to mirror the changing faces of advisors and clients #womeninfinance - so proud of @fi360 & @Fi360Bridge @Broadridge #fintwit
He cares deeply about his colleagues and his clients, believing in the power of good people and their ability to deliver on a mission. We’re thrilled for you to meet the leader we know and love! Here is our interview with Matt Wolniewicz: soundcloud.com/fi360bridge/e…
Fi360 retweeted
Ready for Reb BI? Looks like June 30 date will hold even w #COVID19 epidemic @MarkSchoeff @fi360 @Broadridge
SEC maintains June 30 deadline for Reg BI, Form CRS, amid much other regulatory relief due to #COVID19. @IAA_Today CEO Karen Barr: 'I'm a little surprised. We are disappointed.' bit.ly/2UTCGqh
@investmentnews
Fi360 retweeted
Inside the #retirement plan advisor practice @MichaelMikemuir #NationalFiduciaryDay @fi360 @Broadridge
Fi360 retweeted
Rules of the marketplace are becoming more #fiduciary - which firm will be “all in”? Blaine Aikin #NationalFiduciaryDay @fi360 @Broadridge
Fi360 retweeted
2019 #401k case law update - 1/2 of settlements involve excessive fees, settlement $ up 35%, Get Accredited #Investment #Fiduciary (AIF) Designation #NationalFiduciaryDay @fi360 @Broadridge
Fi360 retweeted
Who cares about #financialadvisors and the #investors they serve? We at @fi360 do!!! #NationalFiduciaryDay #FatTuesday #MardiGras2020 @Broadridge #readyfornext
The Fi360 crew loves #NationalFiduciaryDay and our very special designees! 😍 Thank you to everyone celebrating with us across the country.
Fi360 retweeted
Coming Soon #NationalFiduciaryDay - Does your Financial Advisor implement a prudent investment process for the benefit of their clients? Or, you haven't heard about their process because there isn't one by design to benefit their firm and branch management? Ask.
Fi360 retweeted
How long has there been a #fiduciary standard? 3,800 years Blaine Aikin @fi360 #NationalFiduciaryDay @Broadridge #fintech #401k #wealthmanagement #readyfornext
Fi360 retweeted
Happy #NationalFiduciaryDay to all of our certified firms. Learn more on what is a #Fiduciary here:
cefex.org/downloads/marketin…
#fiduciaryexcellence #certification
Fi360 retweeted
Forget Fat Tuesday—It's National Fiduciary Day! #401k #fiduciary #RetirementPlanning @fi360 @mwalno buff.ly/3c9Y95S
Fi360 retweeted
Forget Fat Tuesday—It's National Fiduciary Day! #401k #fiduciary #RetirementPlanning @fi360 @mwalno 4o1k.co/2unIX46
Fi360 retweeted
As the Reg BI implementation date looms large (June 30th), expect to see a slew of Reg BI preparedness and training #FinTech rolling out over the next few months... (unless Reg BI is vacated, of course! 😉 )
@Fi360 Adds Reg BI Training Module bit.ly/2tD3QId