Thank you to these 2025 Premier Sponsors! Advisor360° AssetMark Broadridge Capital Group?
Financial Services Institute (FSI)
金融服务
Washington，DC 5,587 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
Financial Advisor at JDH Advisors
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David Knoch
CEO @ Docupace Technologies | Strategic Financial Services Leader
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Robin O'Malley
Senior Vice President, Policy & Deputy General Counsel at Financial Services Institute (FSI)
动态
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In 2025, we'll continue to focus on issues directly impacting our members, the Main Street Americans they serve and the financial services industry, such as working to prevent Regulation by Enforcement.?Learn more: https://lnkd.in/er6nkV4j?? ?
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In his latest Wealth Solutions Report article, FSI President & CEO Dale Brown discusses our 2025 advocacy priorities. "Our team is diligently working to make progress on these issues and meeting with lawmakers and regulators to ensure our industry’s voice is heard." Read more: https://lnkd.in/gSJf3SW5?
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Thank you to our 2025 Ambassador Sponsor! Barron's Advisor?
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Yesterday, the U.S. Senate voted to confirm former Representative Lori Chavez-DeRemer as the next U.S. Department of Labor Secretary. Read our statement here: https://lnkd.in/enNuGSJY
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We’re headed to NYC for our first Regional Roundtable of 2025! Don’t miss this chance to connect with peers as we explore the future of the industry and embrace the disruptors. Register now: https://lnkd.in/endcMDP7??
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Registration for FSI Forum & Capitol Hill Day is now open! Join us in Washington, DC to network with colleagues, gain valuable industry insights and advocate for the independent financial services industry!?https://lnkd.in/euXYyHxf
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Thank you to our 2025 Ambassador Sponsor! BNY Pershing?
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Interested in working for FSI? We’re #hiring a Regulatory Affairs Counsel! Learn more and apply now: https://lnkd.in/ekvirV6F??
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FSI is #hiring a Legislative Affairs Manager! This role is responsible for developing and implementing FSI’s federal legislative affairs program that supports FSI’s mission. Apply now: https://lnkd.in/eT8J54BH?