Each year, about 550 advisors on average complete fi360's fiduciary training program. But given the accelerated pace of registrations recently, Blaine Aikin, chief executive of the Bridgeville, ...
Fiduciary-related education services provider fi360 revealed a new program called Fiduciary Essentials for Advisors (FEA), designed to provide timely training to assist financial professionals as they ...
Fi360 Accredited Investment Fiduciary® Designation Training to be provided at no cost to 100 financial professionals in underrepresented groups through Envestnet and Choir collaboration NEW YORK, Jan.
“Firm A and B could very well have different training, because they'll have different ways they've approached it,” Ms. Lynch said. “There's no one-size-fits-all answer to this.” That's why most of the ...
And yet, Fi360, an outside vendor that specializes in fiduciary training, says at least three of the big four wirehouses have invited it in to conduct classes for advisors who serve retirement and ...
You serve as insurance agents, brokers and consultants with exclusive trust and influence when you work with employers and their employee benefit plans. Your clients depend on your benefits expertise ...
“The course has been updated to reflect the latest legislative, Internal Revenue Service (IRS) and Department of Labor (DOL) changes since the program was first made available in 2011,” says PSCA ...
A checklist unveiled this week by a fiduciary training group is designed to help 401(k) sponsors protect themselves from lawsuits. In June, the Center for Board Certified Fiduciaries projected that ...
The fiduciary rule goes into effect in April. Fiduciary education provider fi360 has introduced a new training program to help advisors understand the Department of Labor’s fiduciary rule. The online ...
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