Today, the Financial Services Institute (FSI) released the following statement in response to Congress passing SECURE 2.0 as part of a year-end omnibus spending package.
“We applaud members of Congress on both sides of the aisle for passing this crucial retirement legislation, which will ensure that Main Street investors have access to the advice, products and services they need to save and plan for a dignified retirement,” said FSI President & CEO Dale Brown.
Making sure lawmakers passed SECURE 2.0 was a top advocacy priority for FSI this year. We continually engaged our contacts on Capitol Hill about the importance of this legislation, and during meetings with lawmakers this year, our financial advisor members repeatedly pushed for its passage.
FSI and Broadridge Launch New Video Guide to Help Advisors Better Explain Form CRS to Investors
The Guide can also help facilitate more in-depth and meaningful discussions between advisors and clients Today, the Financial Services Institute […]Read More
FSI Announces 2023 Board of Directors & Executive Committee Members
The Financial Services Institute (FSI) today announced today that it has added five Directors to its Board. The new members […]Read More
FSI Announces Findings of Study Examining Impact of the Department of Labor’s Independent Contractor Rule Proposal
Oxford Economics finds Main Street investors could lose access to financial advice and services due to advisor retirements and inflated […]Read More