Press Releases
FSI Statement on Publication of DOL Independent Contractor Rule Proposal
Today, the U.S. Department of Labor proposed a new independent contractor rule to determine whether workers are employees or independent […]
Read MoreFSI Announces 2026 Advocacy Priorities
The Financial Services Institute (FSI), the leading advocacy organization for independent financial services firms and independent financial advisors, today announced […]
Read MoreAdvisors Signal Desire for More Technology and Product Education to Drive Growth in New Study from Broadridge and FSI
Investor interest in cryptocurrency increases despite limited advisor education, 51% of advisors already use generative AI, with client engagement and […]
Read MoreFSI, Quad-A Applaud Introduction of Bipartisan Legislation to Modernize Payment Rules for Independent Financial Advisors
Legislation would remove hurdles for independent financial advisors and lower barriers to entry by allowing commission payments directly to ensemble […]
Read MoreFinancial Services Institute Announces 2026 Board of Directors and Executive Committee Members
The Financial Services Institute (FSI), the leading advocacy organization for independent financial services firms and financial advisors, today announced five new […]
Read MoreFSI Releases New Artificial Intelligence White Paper to Guide Adoption Across Financial Services
White paper presents a decision framework, calls for interoperability and outlines guiding principles for regulation The Financial Services Institute (FSI) today released […]
Read MoreFSI Submits Supplemental Letter to SEC Chair Urging Procedural Reforms to Prevent Regulation by Enforcement
Letter builds on January 2024 white paper urging the Commission to formalize safeguards that promote fairness, transparency and predictability in enforcement practices […]
Read MoreFSI Names Andrew Hartnett Vice President of Regulatory Affairs and Deputy General Counsel
Association strengthens advocacy leadership with key hire and team promotions to advance the interests of member firms and advisors The Financial […]
Read MoreFSI Announces 2025 Advocacy Circle of Excellence Honorees and Stephen R. Kareta Excellence in Advocacy Award Winners
The Financial Services Institute recognizes 20 members for outstanding advocacy engagement and commitment to the independent financial advice profession WASHINGTON, […]
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