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By Melanie Waddell, AdvisorOne |
March 1, 2013
fi360 has acquired Financial Service Standards, a Pittsburgh-based organization that trains retirement plan advisors and develops practice management resources.
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By Melanie Waddell, AdvisorOne |
November 26, 2012
After months of speculation that she would depart, Schapiro made it official Monday morning that she would depart the agency on Dec. 14; with a frontrunner emerging from Treasury Department.
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By James J. Green, AdvisorOne |
November 16, 2012
At Schwab Impact conference, CFP Board's CEO also discusses three new board members; number of certificants stands at 67,324.
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By Melanie Waddell, AdvisorOne |
October 18, 2012
While the regulatory and legislative landscapes remain sketchy until after the election, industry officials say there are some sure bets advisors can count on.
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By Bob Clark, AdvisorOne |
March 26, 2012
Recently, fi360 CEO Blaine Aikin wrote a column for InvestmentNews about the AICPA’s Code of Professional Conduct.
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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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By James J. Green, AdvisorOne |
February 23, 2012
The deadline for fi360’s annual fiduciary papers competition is March 12. Cash prize and chance for wider publication on AdvisorOne are rewards to authors.
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By Melanie Waddell, AdvisorOne |
September 8, 2011
The House Financial Services Committee on Thursday released a draft bill that would establish one or more self-regulatory organizations (SRO) to oversee investment advisors.
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By John Sullivan, AdvisorOne |
May 25, 2011
Blaine Aikin is so steeped in the fiduciary issue that IA columnist Bob Clark believes Aikin is one of a handful of people responsible for bringing it to the forefront.
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By Kathleen McBride, AdvisorOne |
May 5, 2011
Multiple employer retirement plans are gaining a larger following as they help plan sponsors manage their fiduciary risk.