Top 5 Fiscal Cliff Tips for Advisors: Fi360
Fi360’s Kathy Stewart offers the basics on how to help spooked clients take action if the Bush tax cuts aren't extended or made permanent.
fi360, TRAU Join in Fiduciary, Retirement Education Plan
Blaine Aikin, CEO of fi360, says advisors who complete the retirement modules through fi360 get credit toward the C(k)P, while TRAU students can work toward the AIF designation.
Don Trone's New Firm to Offer New Fiduciary Designation
3Ethos' Global FIduciary Strategist (GFS) designation will compete with Fi360's AIF. Says Trone: “There will be a lot of demand for fiduciary training once the SEC’s [fiduciary] rule gets defined.”
DOL to Repropose Fiduciary Rule
Bowing to pressure from members of Congress, industry groups, and the public, the Department of Labor’s EBSA said on Monday that it would repropose its controversial rule amending the definition of fiduciary under ERISA.
Obama Gets Earful of Advisors’ DOL Fiduciary Rule Complaints
Advisors are taking their objections to the DOL's controversial rule amending the definition of fiduciary straight to the White House.
FSI’s Brown Slams DOL Fiduciary Proposal
On the same day Phyllis Borzi, DOL Assistant Secretary for EBSA, testified before Congress, Dale Brown, president and CEO of FSI, released a blunt statement on Tuesday on the fiduciary rule, calling it “troubling that we have reached this point in the process, and yet there appear to be no...
Congress to DOL's Borzi: Repropose Fiduciary Rule, Too Broad
Lawmakers told EBSA head Borzi on Tuesday to repropose EBSA’s controversial regulation amending the definition of fiduciary because it's too broad and because the agency failed to examine the full cost of expanding the definition.
DOL Agencies to Hold Regulatory Web Chats
Officials representing seven of the DOL's agencies will host live Web chats during the week of July 11 to discuss their respective regulatory agendas