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.

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. hubs.ly/H0Cjprg0

"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 hubs.ly/H0vJDg80

Here's a great article featuring Fi360's Blaine Aikin, for investors who are curious about the different types of fiduciary financial advisors. hubs.ly/H0vwVCL0 by @USNews

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! hubs.ly/H0t-sZx0

"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... hubs.ly/H0tXkDw0

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! hubs.ly/H0tMmcn0

.@Broadridge Starts Fi360 Remote Exams: Tech Roundup | ThinkAdvisor hubs.ly/H0tcMHt0 by @ThinkAdvisor #fiduciary #readyfornext

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

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! hubs.ly/H0sBYlX0

"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. hubs.ly/H0sBpJD0

It’s Time to Buy Annuities. Really. by @riaintel Fi360's John Faustino gives some perspective on these often disparaged products. hubs.ly/H0rSzKD0

Today at 2PM EDT: 4 Ways to Dig Deeper When Evaluating #TargetDateFunds. hubs.ly/H0rqzXW0 #masterclass #retirement #DCplans

Tomorrow at 2PM EDT: Webinar: 4 Ways to Dig Deeper When Evaluating #TargetDateFunds. hubs.ly/H0rqzC80 #masterclass #retirement #DCplans

Today from 2-3PM: Webinar on Making the Case for #StableValue. hubs.ly/H0rqzCb0 #masterclass #retirement #fiduciary

Don't forget about tomorrow's webinar from 2-3PM: Why #StableValue: Making the Case for Stable Value. hubs.ly/H0rqzBp0 #masterclass #retirement #fiduciary

Upcoming webinar: Why Stable Value: Making the Case for #StableValue. Sign up for the webinar here. hubs.ly/H0rqhKD0 #CD #masterclass #retirement #ibonds

Coming up next week: 4 Ways to Dig Deeper When Evaluating #TargetDateFunds. hubs.ly/H0rqhLz0 #masterclass #retirement #DCplans

Next week's topic: Why Stable Value: Making the Case for Stable Value. Sign up for the webinar here. hubs.ly/H0rqhLC0 #masterclass #retirement

New webinar! 4 Ways to Dig Deeper When Evaluating #TargetDateFunds. hubs.ly/H0rqzC90 #masterclass #retirement #DCplans

Advisors Scrambling to Meet Reg BI Compliance Deadline | ThinkAdvisor hubs.ly/H0rd1sp0 by @ThinkAdvisor