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Date Headline
May 21, 2019 Fi360 Adds New Certificate Training Course for 403(b) and 457(b) Plans
Feb. 7, 2019 Fi360 Enhances Stable Value Navigator Product With Acquisition
Aug. 2, 2018 Relationship Integration with MassMutual Allows Advisors to Access Client Data Within the Fi360 Toolkit
July 11, 2018 Fi360 Expands Reporting Capabilities within Fiduciary Focus Toolkit
June 19, 2018 Fi360 Acquires CFFM, Maker of FiRMPlus
Apr. 3, 2018 55ipís Investment Platform Adds Fi360 Fiduciary Score as a Standard Factor
Jan. 22, 2018 Fi360 Expands Fiduciary Essentials Training Program
Jan. 17, 2018 Fi360 Expands Fiduciary Essentials Training Program for Financial Professionals
Aug. 1, 2017 Fi360 Surpasses 10,000 Active Fiduciary Professional Designees
July 18, 2017 Fi360 Puts Data in the C-Suite with Hire of Chief Data Officer
Mar. 20, 2017 National Fiduciary Day Declared
Feb. 2, 2017 Fi360 Declares March 23 National Fiduciary Day
Oct. 20, 2016 fi360 Unveils the Fiduciary Focus Toolkit
Oct. 11, 2016 Newport Group Integrates with the fi360 Toolkit
Sept. 19, 2016 fi360 Announces Launch of New Fiduciary Training Program
Aug. 5, 2015 fi360 and Mid Atlantic Trust Company Establish Integration Relationship
Apr. 24, 2014 fi360 Announces Three Senior Level Appointments
Oct. 17, 2013 fi360 Acquires IPS AdvisorPro: Cloud-based Investment Policy Statement Software Supports Wealth Management Practices
Feb. 26, 2013 fi360 and AdvisorOne Partner Again to Survey Financial Advisors
Jan. 31, 2013 fi360 Appoints Jaleen Edwards SVP of Marketing
July 30, 2012 fi360 Announces Initiative With Charles Schwab
June 25, 2012 fi360 Appoints Byron Bowman General Counsel
July 1, 2011 fi360 Announces Five New Hires
Nov. 17, 2010 Fiduciary360 Names New Washington Based Senior Policy Analyst
Sept. 9, 2009 Commonwealth Financial Network Selects Fiduciary360 to Train Fee-Only Financial Advisors
Aug. 24, 2009 Fiduciary360's Blog Launches on InvestmentNews.com
June 15, 2009 Fiduciary360 Relocates Offices to Accommodate Growth
May 14, 2009 Fi360 Annual National Conference Provides Fiduciary Insights, Advocates for Robust Fiduciary Standard
Apr. 30, 2009 Fiduciary360 Names Kristina Fausti Director of Legal and Regulatory Affairs; Was Special Counsel at SEC
Mar. 17, 2009 Fiduciary Benchmarks And Fiduciary360 Announce Partnership
Mar. 13, 2009 Vanguard's Jack Bogle And Fiduciary360'S Blaine Aikin's Message To Congress: "Stop The Hemorrhaging 'Trust' Deficit In The Capital Markets; Enact A Fiduciary Standard Now"
Feb. 4, 2009 Fiduciary360 Appoints Judy Stormer Director of Finance And George Stark Application Systems Manager
Sept. 30, 2008 Fiduciary360 to Provide On-going Fiduciary Training to Council on Foundations Members
Sept. 3, 2008 Fiduciary360 Introduces Enhanced Web-Based Training Program for Accredited Investment Fiduciary (AIF) Designation
May 15, 2008 Financial Professionals From Across The U.S. Attend fI360 National Conference On Fiduciary Responsibility
May 2, 2008 Fiduciary360's Enhanced Analytical and Reporting Software Lets Users Create Highly Customized Due Diligence Reports
Apr. 29, 2008 Fiduciary360ís Enhanced Analytical And Reporting Software Lets Users Create Highly Customized Due Diligence Reports
Feb. 15, 2008 Pension - Hedge Fund Mock Deposition
Nov. 27, 2007 RBC Dain Rauscher And Fi360 Announce Partnership
Nov. 2, 2007 Meritis and FI360 Announce Strategic Affiliation
Sept. 19, 2007 Don Trone to Lead Independent Foundation for Fiduciary Studies; Blaine Aikin Named CEO of fi360
Oct. 26, 2006 Fiduciary360 Releases First Draft of Criteria for the Required Annual Audit of the Pension Protection Actís "Fiduciary Adviser" and Computer-Based Models
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