News
December 13, 2018FSI Calls for Arbitration Abusers to be Barred from Financial Services Industry
Today, the Financial Services Institute’s (FSI) Senior Vice President of Policy & Deputy General Counsel, Robin Traxler, will speak to […]
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November 7, 2018FSI Statement on 2018 Midterm Elections
Today, the Financial Services Institute’s (FSI) President & CEO Dale Brown issued the following statement regarding the 2018 midterm election […]
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September 24, 2018FSI Joins Coalition to Protect and Promote AHPs Formed to Collaborate with Federal, State Policymakers
Members of The Coalition to Protect and Promote Association Health Plans are committed to working with federal and state policymakers […]
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August 28, 2018FSI-Endorsed Candidate Re-Elected to FINRA Board of Governors
Today, FINRA held it’s election for the Mid-Sized Board seat and our endorsed candidate, Financial Services Institute (FSI) member Brian […]
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August 14, 2018FSI Partners with Bill Bachrach to Bring AdvisorRoadmap Client Acquisition Training Platform to Members
Platform Features Web-based Courses, Videos and Scripts to Help FSI Members Master Communication Skills and Repeatable Processes The Financial Services […]
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August 7, 2018FSI Submits Comment Letter to SEC on Proposed Regulation Best Interest
Today, the Financial Services Institute (FSI) submitted its comment letter to the Securities and Exchange Commission (SEC) regarding its Regulation Best Interest […]
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August 1, 2018FSI Endorses Brian Kovack for FINRA Mid-Size Board Seat
Today, the Financial Services Institute (FSI), the only trade association that solely advocates for independent financial services firms and independent […]
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June 26, 2018FSI Submits Letters Supporting the Small Business Audit Correction Act of 2018
The Financial Services Institute has submitted letters to the Senate Banking Committee and House of Representatives Financial Services Committee in […]
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June 21, 2018FSI Announces Partnership with the Centsables on Financial Literacy
$1,100 member-discount on financial literacy assets to help advisors maintain trusted relationships Today, the Financial Services Institute (FSI) announced a […]
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FSI Calls for Arbitration Abusers to be Barred from Financial Services Industry
Today, the Financial Services Institute’s (FSI) Senior Vice President of Policy & Deputy General Counsel, Robin Traxler, will speak to […]
Read MoreFSI Statement on 2018 Midterm Elections
Today, the Financial Services Institute’s (FSI) President & CEO Dale Brown issued the following statement regarding the 2018 midterm election […]
Read MoreFSI Joins Coalition to Protect and Promote AHPs Formed to Collaborate with Federal, State Policymakers
Members of The Coalition to Protect and Promote Association Health Plans are committed to working with federal and state policymakers […]
Read MoreFSI-Endorsed Candidate Re-Elected to FINRA Board of Governors
Today, FINRA held it’s election for the Mid-Sized Board seat and our endorsed candidate, Financial Services Institute (FSI) member Brian […]
Read MoreFSI Partners with Bill Bachrach to Bring AdvisorRoadmap Client Acquisition Training Platform to Members
Platform Features Web-based Courses, Videos and Scripts to Help FSI Members Master Communication Skills and Repeatable Processes The Financial Services […]
Read MoreFSI Submits Comment Letter to SEC on Proposed Regulation Best Interest
Today, the Financial Services Institute (FSI) submitted its comment letter to the Securities and Exchange Commission (SEC) regarding its Regulation Best Interest […]
Read MoreFSI Endorses Brian Kovack for FINRA Mid-Size Board Seat
Today, the Financial Services Institute (FSI), the only trade association that solely advocates for independent financial services firms and independent […]
Read MoreFSI Submits Letters Supporting the Small Business Audit Correction Act of 2018
The Financial Services Institute has submitted letters to the Senate Banking Committee and House of Representatives Financial Services Committee in […]
Read MoreFSI Announces Partnership with the Centsables on Financial Literacy
$1,100 member-discount on financial literacy assets to help advisors maintain trusted relationships Today, the Financial Services Institute (FSI) announced a […]
Read More