Fi360
@fi360
Fi360, now part of @Broadridge, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
ID: 21402043
http://www.fi360.com 20-02-2009 14:53:08
7,7K Tweet
5,5K Followers
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Advisors Scrambling to Meet Reg BI Compliance Deadline | ThinkAdvisor hubs.ly/H0rd1sp0 by ThinkAdvisor
"It’s time for companies to do more to help their workers evaluate their financial wellness ...." Cindy Dash, general manager & SVP at Matrix Financial Solutions, Broadridge shares financial wellness tools for companies. hubs.ly/H0sBpJD0
.Broadridge Starts Fi360 Remote Exams: Tech Roundup | ThinkAdvisor hubs.ly/H0tcMHt0 by ThinkAdvisor #fiduciary #readyfornext
"As wealth management firms across North America look to attract and retain talent, they should be aware that one in two financial advisors often think about leaving their firm to join one with better technology." - Donna Bristow Broadridge Read more... hubs.ly/H0tXkDw0
According to a recent Broadridge study lead gen is one of the highest priorities of FAs nationwide. But lead-gen efforts alone won’t translate into success. Sharpen your sales strategy with our Lead Gen & Nurturing Best Practices Guide. Download here! hubs.ly/H0t-sZx0