FSI’s Evolution Over its First 15 Years
Fifteen years ago, the independent financial services industry needed a voice. At the time, larger Fifteen years ago, the independent financial services industry needed a voice. At the time, larger […]
Fifteen years ago, the independent financial services industry needed a voice. At the time, larger Fifteen years ago, the independent financial services industry needed a voice. At the time, larger […]
Over the years, the FSI Forum and Capitol Hill Day have emerged as must-attend events, offering attendees valuable insights, along with practical tips and tools for how they can improve […]
As advisors know, one of the fundamental requirements for success in our industry is the ability to earn and maintain the trust of clients, who rely on firms and advisors […]
As fee-based approaches have become more central to advisor / client relationships over the past decade, the hybrid RIA model has grown vastly more diverse – and a steadily climbing […]
FSI members met with legislators who are members of a new House Financial Services subcommittee on diversity and inclusion As our members know, the Financial Services Institute is firmly committed […]
Each year, the Financial Services Institute (FSI) holds State Capitol Days in states with key legislation that would significantly impact independent financial advisors and their clients. So far this year […]
As part of FSI’s ongoing mission to support the advancement of women in the independent financial advice industry, this year’s OneVoice featured our first-ever all-women general session leadership panel on […]
State fiduciary legislation, state-run retirement plans and rules on independent contracts are among the areas FSI will be keeping an eye on With daily headlines focused on hyperpartisan gridlock and […]
In the process of working to expand her referral network, Hannah Buschbom, a Santa Barbara-based advisor for AmeriFlex Financial Services, began to wonder why there was no simple and straightforward […]
For FSI and our members, 2018 will be remembered as the year the Department of Labor’s effort to impose an unworkable fiduciary standard upon our industry finally fell by the […]