Press Releases
FSI Statement on DOL’s Final PTE for Investment Advice Fiduciaries
Today, the Department of Labor (DOL) released its final prohibited transaction exemption (PTE). For over the last decade, the Financial Services […]
Read MoreFSI Statement on 2020 Election Results
WASHINGTON, D.C. – Today, Financial Services Institute (FSI) President & CEO Dale Brown released the following statement in response to the outcome of […]
Read MoreFSI Statement on Introduction of Bipartisan Retirement Security Bill
Proposed legislation expands upon the SECURE Act Today, the House Ways & Means Committee released the Securing a Strong Retirement Act […]
Read MoreFSI Names Inaugural Recipients of Congressional Champion for Main Street Award
Four lawmakers recognized for dedication to preserving Americans’ access to affordable, professional financial advice Today, the Financial Services Institute (FSI) […]
Read MoreFSI Statement on DOL Hearing on Proposed Fiduciary PTE
Today, the Department of Labor (DOL) held hearings on its proposed prohibited transaction exemption (PTE) for investment advice fiduciaries. For […]
Read MoreFSI Announces Inaugural Honorees of its New Advocacy Recognition Awards
The Financial Services Institute (FSI), the leading advocacy organization for the independent financial services industry, today announced the first 20 […]
Read MoreMarc Squires Elected to FSI Board of Directors
The Financial Services Institute (FSI) today announced the election of Marc Squires, Head of Wealth and Brokerage Platforms, Fidelity Institutional, to its Board of Directors.
Read MoreFSI Applauds Development and Rollout of SEC’s Regulation Best Interest as Crucial New Rule Goes Into Effect
This critical new rule represents a tremendous step forward in protecting Main Street American investors, increasing transparency and reducing confusion as to the obligations of financial professionals.
Read MoreFSI Statement on DOL’s Proposed Exemption for Investment Advice Fiduciaries
Encourages alignment with SEC’s Reg BI and preserving investor choice Today, the Department of Labor (DOL) released a proposed exemption […]
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