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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Category Archives: financial literacy

Working with children on financial literacy requires a unique approach

July 10, 2018by financialservicesinstitute Leave a comment

The Financial Services Institute is fully committed to helping our members advance the cause of financial literacy in their communities, whether it’s by serving as guest speakers at local schools, hosting seminars […]

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financial literacy, independent financial advisors

Wrapping Up National Financial Literacy Month on Capitol Hill

May 12, 2017by financialservicesinstitute Leave a comment

On April 28, FSI took part in the 2017 Financial Literacy Day on Capitol Hill to conclude National Financial Literacy Month. The annual event, organized by the Jump$tart Coalition for […]

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advocacy, financial literacy, independent financial advisors

Envisioning a Financially Literate Future

April 11, 2016by financialservicesinstitute Leave a comment

On Tuesday, April 5, FSI took part in the 2016 Financial Literacy Day on Capitol Hill. Organized by the Jump$tart Coalition for Personal Financial Literacy, the event featured over 50 […]

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financial literacy, independent financial advisors

The Secret of Wealthy Older Adults

February 5, 2015by financialservicesinstitute Leave a comment

How much do your grandparents (or parents) know about money? The answer might determine how much they have in their bank accounts. That’s the finding of Joosuk Sebastian Chae​, a graduate […]

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financial literacy

FSI Takes Part in Financial Literacy Event in Florida

November 18, 2014by financialservicesinstitute Leave a comment

As part of our ongoing effort to make a positive impact in communities across the country, FSI took part in another successful financial literacy event recently at Killian Senior High […]

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financial literacy

FSI Win: New York Senate Financial Literacy Bill

October 29, 2014by financialservicesinstitute Leave a comment

On Tuesday, October 21, 2014, Andrew Cuomo, the governor of New York, signed into law New York Senate Bill 7344. The bill creates a financial literacy program for teenagers and […]

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financial literacy

FSI Financial Literacy Event with Rep. Hank Johnson (GA-4)

September 16, 2014by financialservicesinstitute Leave a comment

FSI has made financial literacy education a priority in 2014 and has worked to set up financial literacy events around the country in concert with interested federal and state legislators. […]

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financial literacy

The Balancing Act on Lifetime Promotes Independent Advice

August 28, 2014by financialservicesinstitute Leave a comment

This morning, independent financial advisor Carina Diamond, Managing Director of SS&G Wealth Management, along with Catherine Bonneau, president and CEO of Cetera Financial Institutions, a member firm of FSI, discussed […]

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financial literacy, independent financial advisors, small business, social media

Retirement Savings: How Much Is Enough?

August 4, 2014by financialservicesinstitute Leave a comment

A new study from the Boston College Center for Retirement Research (CRR) finds that 50% of working families won’t have a big enough nest egg to maintain their standard of […]

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financial literacy, retirement

Advisors and Social Media: The Importance of Access

June 26, 2014by financialservicesinstitute Leave a comment

According to data from smarsh.com, not being engaged with clients or potential clients via social media could hamper relationships with a younger generation of investors. The 2014 study provided some […]

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finance, financial literacy, independent financial advisors, small business, social media

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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
  • Fed's Harker agrees with cautious approach to raising rates via @WSJ wsj.com/articles/feds-… 2 days ago
  • Economists: Odds of US recession increase to 25% via @Reuters reuters.com/article/us-usa… 2 days ago
  • Trump to avert shutdown but vows emergency declaration via @Reuters reuters.com/article/us-usa… 2 days ago
  • FINRA warns advisors of email phishing scam via @Think_MelanieW & @ThinkAdvisor thinkadvisor.com/2019/02/14/fin… 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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  • www.financialservices.org

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