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fi360 | Global Fiduciary Insights

Our solutions include fiduciary education; professional designations and support; and analytical, reporting, and client management technology, which are all built to support the Prudent Practices that define a Global Fiduciary Standard of Excellence.

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fi360 | Global Fiduciary Insights | ipsadviserpro.com Reviews

https://ipsadviserpro.com

Our solutions include fiduciary education; professional designations and support; and analytical, reporting, and client management technology, which are all built to support the Prudent Practices that define a Global Fiduciary Standard of Excellence.

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1

News

http://www.ipsadviserpro.com/news

Stay up to date on the latest company news, developments, and releases; new product and services offerings; advocacy and policy activities; and opportunities for our members and the fiduciary community. Research on the Fi360 Fiduciary Score validates power in identifying future high-performing funds. March 20, 2017. Score deemed useful in fund selection process by the Center for Financial Planning and Investment at California State University, Northridge. Click here to read more. March 17, 2017.

2

Center for Fiduciary Studies

http://www.ipsadviserpro.com/center-for-fiduciary-studies

Center for Fiduciary Studies. Center for Fiduciary Studies. The Center for Fiduciary Studies is the standards-setting body for Fi360 and develops and maintains the Prudent Practices that are the foundation upon which Fi360 is built. Center for Fiduciary Studies. The fi360 Classic Toolkit and The. Fi360 Platform (Learning and Development and Fiduciary Focus Toolkit). Will be unavailable from 5:00 - 7:00 am ET on Saturday April 22nd 2017 while we perform system maintenance. Learning and Development Users.

3

News

http://www.ipsadviserpro.com/news/detail/national-fiduciary-day-declared

National Fiduciary Day Declared. March 17, 2017. There seems to be a day set aside to celebrate almost everything including puppies, Melba Toast and black cows (also known as root beer floats). Now there is a National Fiduciary Day. Mdash;on March 23, says Fi360. Fi360, which provides education for financial advisors and issues the Accredited Investment Fiduciary. Center for Fiduciary Studies. The fi360 Classic Toolkit and The. Fi360 Platform (Learning and Development and Fiduciary Focus Toolkit).

4

News

http://www.ipsadviserpro.com/news/detail/get-ready-for-national-fiduciary-day

Get Ready for National Fiduciary Day! March 10, 2017. It might get lost between the cuteness of National Puppy day and the dry, flakiness of National Melba Toast Day. But fiduciary giant Fi360 has proclaimed March 23, 2017 National Fiduciary Day. Ldquo;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,” the company said in a statement. “ Fi360. Center for Fiduciary Studies.

5

Filling the Void in Guaranteed Retirement Income

http://www.ipsadviserpro.com/blog/post/filling-the-void-in-guaranteed-retirement-income

About the Fi360 Blog. Have an idea for the Fi360 blog? Send us your question or comment. Subscribe to the Fi360 Blog. Stay Connected to Fi360. Follow Fi360 on Twitter. Great Sources of Information. Putting Process into Practice. What's new at fi360? Filling the Void in Guaranteed Retirement Income. Fi360 Fiduciary Talk 47: Filling the void in guaranteed retirement income. Fi360 Fiduciary Talk 46: Fiduciary duties of elected officials. Fi360 and American Funds Establish Integration Relationship. I am stil...

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fi360 | Global Fiduciary Insights

Software that enables financial professionals to automate advisor workflow and have oversight of fiduciary best practices. March 20, 2017. Score deemed useful in fund selection process by the Center for Financial Planning and Investment at California State University, Northridge READ MORE. March 17, 2017. National Fiduciary Day Declared READ MORE. March 14, 2017. Fi360 Designees Stand Out on NAPA’s 2017 Young Guns List READ MORE. March 10, 2017. March 31, 2017. March 17, 2017. March 08, 2017.

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fi360 | Global Fiduciary Insights

Software that enables financial professionals to automate advisor workflow and have oversight of fiduciary best practices. March 20, 2017. Score deemed useful in fund selection process by the Center for Financial Planning and Investment at California State University, Northridge READ MORE. March 17, 2017. National Fiduciary Day Declared READ MORE. March 14, 2017. Fi360 Designees Stand Out on NAPA’s 2017 Young Guns List READ MORE. March 10, 2017. March 31, 2017. March 17, 2017. March 08, 2017.

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fi360 | Global Fiduciary Insights

Software that enables financial professionals to automate advisor workflow and have oversight of fiduciary best practices. March 20, 2017. Score deemed useful in fund selection process by the Center for Financial Planning and Investment at California State University, Northridge READ MORE. March 17, 2017. National Fiduciary Day Declared READ MORE. March 14, 2017. Fi360 Designees Stand Out on NAPA’s 2017 Young Guns List READ MORE. March 10, 2017. March 31, 2017. March 17, 2017. March 08, 2017.

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fi360 | Global Fiduciary Insights

Software that enables financial professionals to automate advisor workflow and have oversight of fiduciary best practices. March 20, 2017. Score deemed useful in fund selection process by the Center for Financial Planning and Investment at California State University, Northridge READ MORE. March 17, 2017. National Fiduciary Day Declared READ MORE. March 14, 2017. Fi360 Designees Stand Out on NAPA’s 2017 Young Guns List READ MORE. March 10, 2017. March 31, 2017. March 17, 2017. March 08, 2017.

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fi360 | Global Fiduciary Insights

Software that enables financial professionals to automate advisor workflow and have oversight of fiduciary best practices. March 20, 2017. Score deemed useful in fund selection process by the Center for Financial Planning and Investment at California State University, Northridge READ MORE. March 17, 2017. National Fiduciary Day Declared READ MORE. March 14, 2017. Fi360 Designees Stand Out on NAPA’s 2017 Young Guns List READ MORE. March 10, 2017. March 31, 2017. March 17, 2017. March 08, 2017.