The new Fiduciary Focus Toolkit from fi360 enables financial professionals to automate adviser workflow and improve oversight of fiduciary best practices. With the emergence of the new Department of ...

Fi360, a provider of fiduciary-focused services, has updated its Fiduciary Focus Toolkit with a prospecting feature which allows advisers to compile comprehensive reporting demonstrating a prospective ...

NEW YORK, Oct. 13, 2021 /PRNewswire/ -- In order to meet the growing demand for environmental, social and governance (ESG) analysis from investors and advisors, global Fintech leader Broadridge today ...

Firms are stepping up to help advisors meet the new Department of Labor fiduciary regulations that go into effect in April. RiXtrema, a company based in New York City that provides risk management ...

FintekNews is pleased to offer our weekly feature column 3 Questions. Each week, we feature a thought leader within a unique sector of fintech and ask them to answer just 3 questions for our audience ...

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 ...

NEW YORK, Nov. 4, 2019 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader and part of the S&P 500® Index, has completed its previously announced acquisition of ...

Retirement planning software developer RetireReady Solutions® has joined forces with Fi360, a provider of fiduciary-related education and technology for retirement plan advisors. The two organizations ...

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 ...

PITTSBURGH--(BUSINESS WIRE)--fi360, a provider of fiduciary-related education, designations, training and tools, announces the launch of its Fiduciary Focus Toolkit TM software that enables financial ...