United Planners Financial Services Selects Fiduciary360's AIF Among Requirements for All Firm Investment Advisors to Offer Fiduciary Services
BRIDGEVILLE, Pa., Aug. 10 /PRNewswire/ -- United Planners Financial Services, a leading investment firm offering the services of investment advisors as well as registered representatives, and Fiduciary360 (fi360), the premier organization for fiduciary education, investment analytics, support services and industry insights for financial professionals, today announced that United Planners has made fi360's AIF® (Accredited Investment Fiduciary®) designation the required fiduciary designation for United Planner advisors who offer fiduciary services to ERISA Clients.
"The AIF designation is another way for United Planners to reinforce its fiduciary culture and to ensure our advisors and clients are aware of and fulfilling all of their fiduciary responsibilities," said Eric J. Sanwick, Assistant Vice President, Advisory Services at United Planners. "With the increased focus on fiduciary standards we want to make sure our representatives are completely versed on their fiduciary responsibilities under the law and upholding the highest fiduciary standards in the industry."
In addition to custom fiduciary training, United Planners advisors will have access to fi360's Platinum-level online toolkit, as well as educational webinars and regular updates regarding regulatory changes impacting the financial services industry.
"Investors need to know where to go for investment advice they can trust," said Blaine Aikin, president and CEO of fi360. "The AIF designation demonstrates to investors the commitment to fiduciary knowledge and ethics made by United Planners' advisors."
About United Planners
United Planners Financial Services is one of the industry's premier independent "hybrid" Investment Advisory/Broker Dealers providing unique ownership opportunities to securities investment professionals nationwide. Founded in 1987, the firm is committed to technology, investment advisory, securities brokerage, and insurance services. For additional information, visit www.joinunitedplanners.com. Member FINRA, SIPC.
About fi360
Fi360 offers a comprehensive approach to investment fiduciary education, practice management and support that has established them as the go-to source for investment fiduciary insights. With substantiated Practices as the foundation, fi360 offers world-class fiduciary Training/Education, Tools and Resources that are essential for fiduciaries and those who provide services to fiduciaries to effectively and successfully manage their roles and responsibilities. Fi360 assists those who rely on their fiduciary education programs, professional AIF® and AIFA® designations, Web-based analytical and reporting software and resources to achieve success. For more information about fi360, please visit www.fi360.com or Twitter: @fiduciary360.
SOURCE fi360
Share this article