Welcome Pershing INSITE Attendees

The Financial Services Institute (FSI) is the only organization advocating solely on behalf of independent financial advisors and independent financial services firms. At FSI, everything we do starts and ends with working to create a healthier, more business-friendly regulatory environment for our members – the independent financial services firms and independent financial advisors who provide affordable, objective advice to hard-working Main Street Americans. These are just some of the benefits and opportunities FSI has to offer.

Advocacy Priorities

Each year, we develop Advocacy Priorities to help focus our efforts on the critical issues directly impacting our members, the Main Street Americans they serve and the financial services industry as a whole. Learn about our 2021 priorities. 


We’re dedicated to providing opportunities for members to network, stay informed on industry trends, build relationships with their elected officials and more. Check out our events calendar for upcoming events and webinars. 

CoveredAdvisor Benefits

We offer our members our members access to individual health insurance, large group and individual Disability Insurance, Term Life/AD&D, Gap and Accident Insurance at rates unavailable on the open market. The program also includes a robust Affinity Benefits program with discounts from leading industry service providers. Take a peek. 


OneVoice is where CEOs and firm executives in the independent financial services industry gather annually. This event coalesces the industry’s best thinking, practices and collaboration. In 2021, it’s more critical than ever to unite our experiences and prepare to move #ForwardTogether into the future. Register now. 


FSIVoice provides legislative and regulatory analysis, insights into industry trends, FSI membership news and a look at grassroots champions within our industry. FSI members have access to all of the latest FSIVoice headlines. Visit the new online FSIVoice. 

FSI Forum & Capitol Hill Day

FSI Forum & Capitol Hill Day brings together independent financial advisors and firm executives to explore the legislative and regulatory issues impacting the industry. Get up to speed on the latest happening in Washington, D.C. and the states during this unique event on November 1-3, 2021! Registration coming soon. 

Not an FSI Member? Join today to gain access to all of these benefits and more.