New York City District Council of Carpenters Benefit Funds
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Retirement Planners and Administrators (RPA)
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Fringe Benefit Group
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Great Lakes Pension Associates, Inc.
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Pollard & Associates
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Retirement Solutions Specialists
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Defined Contribution Account Manager Nova 401(k) Associates
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Greenline Wealth Management
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Press Release Broadridge Completes Acquisition of Fi360 |
Issued by fi360 Nov. 5, 2019 |
November 04, 2019 -- 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 Fi360, Inc., a leading provider of fiduciary-focused software, data and analytics for financial advisors and intermediaries across the retirement and wealth ecosystem. The enhanced capabilities will enable Broadridge to support wealth and retirement advisors as they provide a fiduciary standard of care as compliance requirements evolve, such as the SEC’s Regulation Best Interest. Expanded data and analytics will also further strengthen Broadridge’s ability to help asset managers gain greater insight into the retirement market. Fi360 provides fiduciary education, training and technology, including the Accredited Investment Fiduciary® (AIF®) Designation, a leading fiduciary designation held by over 11,000 advisors. Fi360’s technology enables broker-dealers to automate compliance procedures and identify at-risk assets, and helps investment professionals document investment processes and evaluate products. BL:hh |
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