fiduciary

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  Top 5 Fiscal Cliff Tips for Advisors: Fi360

  By Joyce Hanson, AdvisorOne  |  September 24, 2012

  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.

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  fi360, TRAU Join in Fiduciary, Retirement Education Plan

  By Joyce Hanson, AdvisorOne  |  March 19, 2012

  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.

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  Don Trone's New Firm to Offer New Fiduciary Designation

  By Melanie Waddell, AdvisorOne  |  September 22, 2011

  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.”

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  DOL to Repropose Fiduciary Rule

  By Melanie Waddell, AdvisorOne  |  September 19, 2011

  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.

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  Obama Gets Earful of Advisors’ DOL Fiduciary Rule Complaints

  By Melanie Waddell, AdvisorOne  |  August 4, 2011

  Advisors are taking their objections to the DOL's controversial rule amending the definition of fiduciary straight to the White House.

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  FSI’s Brown Slams DOL Fiduciary Proposal

  By John Sullivan, AdvisorOne  |  July 27, 2011

  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...

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  Congress to DOL's Borzi: Repropose Fiduciary Rule, Too Broad

  By Melanie Waddell, AdvisorOne  |  July 26, 2011

  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.

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  DOL Agencies to Hold Regulatory Web Chats

  By Melanie Waddell, AdvisorOne  |  July 8, 2011

  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