Happy Thanksgiving from all of us at FSI! We are grateful for our members, partners, and the entire financial services community.??
Financial Services Institute (FSI)
金融服务
Washington，DC 5,166 位关注者
Voice of Independent Financial Services Firms and Independent Financial Advisors
关于我们
The Financial Services Institute (FSI) was founded in 2004 with a clear mission: to ensure that all individuals have access to competent and affordable financial advice, products and services delivered by a growing network of independent financial advisors and independent financial services firms. At FSI, everything we do starts and ends with working to create a healthier, more business-friendly regulatory environment for our members – the independent financial services firms and independent financial advisors who provide affordable, unbiased advice to hard-working Main Street Americans. FSI’s total concentration on advocacy in Washington, D.C. and throughout the United States delivers the highest possible return on investment for our members. Our vision is that all individuals, regardless of their level of wealth, have access to competent and affordable financial advice, products and services delivered through an independent financial advisor affiliated with an independent financial services firm. Our strategy supports our mission and vision through robust involvement in FINRA governance, vigorous engagement in the electoral and regulatory process and effective influence on the legislative process.
- 网站
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https://www.financialservices.org
Financial Services Institute (FSI)的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Washington，DC
- 类型
- 非营利机构
- 创立
- 2004
地点
Financial Services Institute (FSI)员工
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David Bellaire
David Bellaire is the Executive Vice President & General Counsel at the Financial Services Institute
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Dennis Brewster
Branch Manager and Financial Advisor at JDH Advisors
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David Knoch
CEO @ Docupace Technologies | Strategic Financial Services Leader
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Robin Traxler
Senior Vice President, Policy & Deputy General Counsel at Financial Services Institute (FSI)
动态
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Thank you to our 2024 Associate Sponsors, including The Pacific Financial Group, Inc. Transamerica Vestmark YCharts
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Take a look back at our accomplishments over the last two decades! In 2022, we successfully challenged the DOL's withdrawal of the 2021 Independent Contractor Rule. #20YearsofFSI #20thAnniversary?
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Registration for the Advancing Women in Leadership workshop at #OneVoice2025 is now open! High-performance coach and author Michelle Cederberg, CSP will share a dynamic approach to recalibrating from "perpetually busy" to healthier, happier, and more productive.?Register now: https://lnkd.in/drh-RtQz
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We are excited to have Kim Lear join us as a keynote speaker at #OneVoice2025. Her session will discuss managing multigenerational teams while fostering innovation and practical strategies. Register now and save $600 with the Early Bird Discount! https://lnkd.in/eEbdWPdb??
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Don’t miss out on our upcoming webinar with YCharts where we will discuss fueling firm success with data-driven client connections. Register now: https://zurl.co/lRKl
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#ICYMI: What is Regulation by Enforcement? What harm can it cause to the industry and investors? How can the SEC address this issue? Check out our new issue page to learn more: https://lnkd.in/ebZ-z-vh
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Early Bird pricing for #OneVoice2025 ends on December 2nd. Don’t miss out on a chance to gain invaluable industry insights, reconnect with colleagues and shape the future of our industry. Register here: https://lnkd.in/d_5qEq8C?
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Take a look back at our accomplishments over the last two decades! In 2021, we challenged DOL’s withdrawal of the 2021 Independent Contractor Rule. #20YearsofFSI #20thAnniversary?
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