News
September 21, 2026FSI Submits Comment Letter on SEC’s E-Delivery Proposal
The Financial Services Institute (FSI) today submitted a comment letter to the Securities and Exchange Commission (SEC) regarding its proposed […]
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September 16, 2026FSI Applauds House Passage of Tax Relief for Fraud Victims Act
WASHINGTON, D.C. – The Financial Services Institute (FSI) today applauded the U.S. House of Representatives for passing the Tax Relief […]
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August 25, 2026FSI Announces 2026 Advocacy Circle of Excellence Honorees
Four individuals earn the Stephen R. Kareta Excellence in Advocacy Award; First Command receives inaugural Firm Excellence Award WASHINGTON, D.C. […]
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July 1, 2026FSI, Finseca, Quad-A Applaud Advancement of Bipartisan Clarity for Compensation Act
House Financial Services Committee unanimously passes bill modernizing payment rules for financial advisors, supporting business growth and efficiency The Financial […]
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June 29, 2026FSI Expands Membership with Addition of CreativeOne Securities
The Financial Services Institute (FSI), the leading advocacy organization for independent financial services firms and independent financial advisors, today announced […]
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June 25, 2026FSI Applauds House Passage of Financial Exploitation Prevention Act
FSI applauds House passage of the Financial Exploitation Prevention Act, bipartisan legislation that strengthens protections for seniors and vulnerable investors.
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June 18, 2026New Jersey Senate Passes Legislation Protecting Financial Advisors’ Independent Contractor Status
Today, the New Jersey Senate passed S2782, a bill clarifying the independent contractor status of certain licensed or regulated professionals in […]
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June 4, 2026FSI Urges New Jersey Senate Committee to Advance Bill Protecting Independent Financial Advisors’ Business Model
Testimony underscores the need to preserve advisors’ independent contractor status The Financial Services Institute (FSI), the leading advocacy organization for independent […]
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May 18, 2026FSI Names Representative Aaron Bean and Senators Steve Daines and Ruben Gallego as Congressional Champions for Main Street
The Financial Services Institute (FSI), the leading advocacy organization for independent financial services firms and independent financial advisors, today announced that Representative Aaron […]
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FSI Submits Comment Letter on SEC’s E-Delivery Proposal
The Financial Services Institute (FSI) today submitted a comment letter to the Securities and Exchange Commission (SEC) regarding its proposed […]
Read MoreFSI Applauds House Passage of Tax Relief for Fraud Victims Act
WASHINGTON, D.C. – The Financial Services Institute (FSI) today applauded the U.S. House of Representatives for passing the Tax Relief […]
Read MoreFSI Announces 2026 Advocacy Circle of Excellence Honorees
Four individuals earn the Stephen R. Kareta Excellence in Advocacy Award; First Command receives inaugural Firm Excellence Award WASHINGTON, D.C. […]
Read MoreFSI, Finseca, Quad-A Applaud Advancement of Bipartisan Clarity for Compensation Act
House Financial Services Committee unanimously passes bill modernizing payment rules for financial advisors, supporting business growth and efficiency The Financial […]
Read MoreFSI Expands Membership with Addition of CreativeOne Securities
The Financial Services Institute (FSI), the leading advocacy organization for independent financial services firms and independent financial advisors, today announced […]
Read MoreFSI Applauds House Passage of Financial Exploitation Prevention Act
FSI applauds House passage of the Financial Exploitation Prevention Act, bipartisan legislation that strengthens protections for seniors and vulnerable investors.
Read MoreNew Jersey Senate Passes Legislation Protecting Financial Advisors’ Independent Contractor Status
Today, the New Jersey Senate passed S2782, a bill clarifying the independent contractor status of certain licensed or regulated professionals in […]
Read MoreFSI Urges New Jersey Senate Committee to Advance Bill Protecting Independent Financial Advisors’ Business Model
Testimony underscores the need to preserve advisors’ independent contractor status The Financial Services Institute (FSI), the leading advocacy organization for independent […]
Read MoreFSI Names Representative Aaron Bean and Senators Steve Daines and Ruben Gallego as Congressional Champions for Main Street
The Financial Services Institute (FSI), the leading advocacy organization for independent financial services firms and independent financial advisors, today announced that Representative Aaron […]
Read More