Press Releases
FSI Announces New Board Member, Adam Malamed
Sanctuary Wealth’s CEO brings extensive industry experience to Board The Financial Services Institute (FSI) today announced the election of Adam […]
Read MoreFSI 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 MoreFSI 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 MoreFSI 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 MoreFSI Applauds the Passage of SECURE 2.0
Today, the Financial Services Institute (FSI) released the following statement in response to Congress passing SECURE 2.0 as part of […]
Read MoreFSI Submits Comment Letter on DOL’s Proposed Independent Contractor Worker Classification Rule
The Financial Services Institute (FSI) submitted a comment letter to the Department of Labor (DOL) regarding the Department’s proposed independent […]
Read MoreFSI Names Senators Todd Young and Mark Warner as Its 2022 Congressional Champions for Main Street
Lawmakers from each party recognized for their dedication to preserving Americans’ access to affordable, professional financial advice and bolstering retirement […]
Read MoreDOL Releases Independent Contractor Rule Proposal
Today, the U.S. Department of Labor (DOL) filed a proposed rule under the Fair Labor Standards Act that would replace […]
Read MoreFSI Announces 2022 Advocacy Circle of Excellence Honorees and Winners of Stephen R. Kareta Excellence in Advocacy Awards
FSI’s Annual Awards Program Recognizes Members for Outstanding Advocacy Engagement on Behalf of Independent Financial Services Industry and Main Street […]
Read More