Financial Services Institute

The Financial Services Institute advocates for a more business-friendly regulatory environment for independent financial services firms and independent financial advisors in Washington D.C. Read about the latest FSI development in this blog, and visit our main site at financialservices.org.

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Monthly Archives: December 2014

Retirement: Is the 4% rule still relevant?

December 31, 2014by financialservicesinstitute 1 Comment

For the last 20 years there has been a steadily consistent rule of thumb by America’s financial planners when it comes to retirement — the 4% rule. And what exactly […]

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retirement

FSI 2014 Year in Review with Board Chair, Mike Mungenast

December 30, 2014by financialservicesinstitute Leave a comment

After eight years serving on FSI’s Board, I have become very familiar with the extraordinary level of energy and focus FSI’s staff and Board members bring to the mission of […]

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independent financial advisors

How to Handle the Investments of Aging Parents

December 30, 2014by financialservicesinstitute Leave a comment

There’s been plenty of attention on aging baby boomers and their lack of preparedness for retirement. However, boomers are also finding themselves in delicate situations when it comes to their parents’ finances. It’s […]

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retirement

5 Disruptors That Will Change Advisors’ Businesses

December 23, 2014by financialservicesinstitute Leave a comment

ndependent financial advisors constitute a young profession, but they and their partners over the past 35 years—the years that this magazine has been published—have always helped shape societal trends, technology […]

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independent financial advisors

The Year of Financial Advisor Transformation

December 19, 2014by financialservicesinstitute Leave a comment

As we enter 2015, the S&P 500 is likely to be up over the last year (up 10 percent as of Dec. 11, 2014). Accordingly, affluent investors are more optimistic […]

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independent financial advisors

Most advisory firms don’t have a strategy for landing client referrals

December 17, 2014by financialservicesinstitute Leave a comment

There are a lot of figures that get thrown around about attracting new clients in the advisory industry. One that we frequently hear at InvestmentNews Research is that approximately 70% of a typical […]

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small business

The contingency plan: Your succession plan’s safety net

December 15, 2014by financialservicesinstitute Leave a comment

If you can count yourself among the minority of advisers — about 40% — who are within five years of retirement age and have created a succession plan, you’re all […]

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independent financial advisors

The most valuable thing an adviser can do for clients in 2015

December 11, 2014by financialservicesinstitute Leave a comment

As we head into 2015, advisers will have myriad opportunities to read industry pundits’ prognostications on what to expect in the coming year. Unfortunately, my own crystal ball is in […]

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independent financial advisors

Retirement benefits in 2015: What employers need to know

December 10, 2014by financialservicesinstitute Leave a comment

2015 will usher in an organic shift among employers toward devoting more mind share to retirement programs. “Employers can spend more time on retirement because they’re starting to figure out […]

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retirement

Your Practice – The art of choosing words that clients want to hear

December 8, 2014by financialservicesinstitute Leave a comment

Advisers are rethinking the words they use with clients to avoid off-putting terms that can sound a little less than human. For example, the term “risk tolerance” is giving way […]

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independent financial advisors

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Financial Services Institute

Financial Services Institute

Financial Services Institute

  • Exec: Clients base advisor value on perception, not reality via @ThinkAdvisor thinkadvisor.com/2019/02/13/joe… 2 days ago
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Financial Services Institute (FSI)

1201 Pennsylvania Ave. NW | Suite 700
Washington, D.C. 20004

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