Subscribe Now!
Free Daily News, Jobs, Webcasts, Discussions
Display and Distribute
Your Job Openings
ARPA Webcasts

Featured Jobs

Defined Benefit Plan Administrator

Pension Investors Corp of Orlando Inc
(Telecommute / Altamonte Springs FL)

Pension Investors Corp of Orlando Inc logo

Client Services Manager

Pinnacle, An NPPG Company
(Delray Beach FL)

Benefits Associate

Littler Mendelson, P.C.
(Philadelphia PA / Los Angeles CA)

Littler Mendelson, P.C. logo

Principal Legal Content Specialist - Benefits

Bloomberg Industry Group
(Telecommute / Arlington VA)

Bloomberg Industry Group logo

Retirement Plan Administrator

My Benefits, LLC
(Telecommute / Daphne AL / Atlantic Beach FL)

My Benefits, LLC logo

401(k) Retirement Plan Administrator

BDS Consulting Group
(Worcester MA)

Implementation Specialist

Ubiquity Retirement + Savings
(Telecommute / San Francisco CA)

Ubiquity Retirement + Savings logo

401(k) Plan Administrator

Pension Investors Corp
(Telecommute / Hollywood FL)

Pension Investors Corp logo

401(k) Retirement Plan Administrator

Heritage Pension Advisors, Inc.
(Telecommute / Commack NY)

Heritage Pension Advisors, Inc. logo

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon

By Date   |   By Company Name

View More Press Releases by fi360

Press release:

fi360 Unveils the Fiduciary Focus Toolkit

Issued by: fi360

Date: Oct. 20, 2016

October 20, 2016  -- fi360, a provider of fiduciary-related education, designations, training and tools, announces the launch of its Fiduciary Focus Toolkit™ software that enables financial professionals to automate advisor workflow and have oversight of fiduciary best practices.

Advisors and broker-dealers are tasked with a new set of challenges when creating investment policy statements and archiving the documentation required to meet a fiduciary standard. To overcome these challenges, the Fiduciary Focus Toolkit™ allows the home office to guide advisors as they adopt and create investment policy statements, investment watch-list criteria, client monitoring reports and other essential fiduciary-related activities.

Fiduciary Focus Toolkit™ accelerates compliance with the DOL rule by ensuring the monitoring and documentation of client accounts aligns with fiduciary best practices. Because these practices are built into the software, advisors can scale their businesses upon a fiduciary framework they can fully control and monitor.

Since the software allows broker-dealers to centralize their oversight of investment policy statements and watch-list management, home offices can be confident that advisors are using prudent processes and reducing their organization’s liability related to fiduciary obligations.

“Thousands of advisors have been using fi360’s tools for over a decade to act in their clients’ best interests, but finalization of the DOL rule has shined a brighter light on fiduciary-related tools and support, making it the perfect time to launch the Fiduciary Focus Toolkit™,” said John Faustino, Chief Product and Strategy Officer at fi360. “We believe our history of training advisors on prudent practices, and developing those best practices, uniquely qualifies us to deliver fiduciary software solutions.”

The Fiduciary Focus Toolkit™ is the latest addition to fi360’s suite of tools, and comes out on the heels of the firm’s new training program, Fiduciary Essentials for Advisors.


View More Press Releases by fi360

This is a press release issued by the company named above. BenefitsLink is not the author. Use of any information obtained from this release is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by BenefitsLink.

© 2021, Inc.