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fi360 Partners with AdvisorOne to Survey Financial Advisor Professionals

Survey Aims to Assess Trends and Attitudes About Fiduciary Standard


News provided by

fi360

Mar 01, 2012, 09:04 ET

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PITTSBURGH, March 1, 2012 /PRNewswire/ -- fi360, the premier organization for fiduciary education, investment analytics, support services and industry insights for financial professionals, today commenced a collaborative survey of financial advisors in partnership with AdvisorOne.com, the online news and analysis site for all advisors. This marks the second year that fi360 and AdvisorOne have partnered to survey the industry.

The fi360-AdvisorOne Fiduciary Standard Survey aims to gauge advisor trends and attitudes about fiduciary issues. It is open to all advisors, who may respond anonymously. The survey will be available online beginning today for the next four weeks and can be found at AdvisorOne.com, fi360.com, and http://www.surveymonkey.com/s/H5MRZDQ.

"We're thrilled to be fielding this survey in partnership with AdvisorOne again this year," said Blaine Aikin, fi360's CEO. "Last year's survey provided a wealth of data and we trust this year's results will shed light on current attitudes towards the extension of the fiduciary standard, the changing regulatory environment, and whether sentiment has changed over the past year. AdvisorOne is an outlet trusted by many of our intended respondents, and we look forward to evaluating this data with their editorial staff."

The survey's objective is to gain a greater awareness of how advisors view fiduciary relationships and the ongoing debate surrounding the fiduciary standard. It also seeks to determine how advisors are thinking about issues including compensation, enforcement and educating investors about the distinction between brokers and investment advisors. The key findings will be available and presented to the media in April 2012.

"There's been plenty of heat from various constituencies about extending a fiduciary standard to all advice givers," said Jamie Green, group editorial director for Summit Business Media's AdvisorOne.com. "This survey will shed a bright light from advisors themselves across the business model spectrum on how they feel about the standard. We're pleased to partner once again with fi360, a highly respected leading advocate for widespread education about the fiduciary standard."

The results of last year's survey can be found here: http://tinyurl.com/7eltrp7.

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.

About AdvisorOne
AdvisorOne.com is now in its second year of providing daily analysis, commentary, market data, tools and networking opportunities advisors need to transform their businesses – and their bottom lines. AdvisorOne is the premiere online destination of Summit Business Media's Investment Advisory Group, which includes Investment Advisor and Research magazines, AdvisorOne.com, and AdvisorBiz.com, combined with contributions from industry experts and relevant content aggregated from across the Web.

SOURCE fi360

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