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FSI: Empowering Indepent Financial Advisors
Founded in 2004 with a clear vision to ensure all individuals have access to competent and affordable financial advice, the Financial Services Institute FSI is dedicated to enhancing the regulatory environment for indepent financial advisors and firms across America. Our mission centers on advocating for the rights of indepent advisors who provide unbiased financial guidance to hardworking Americans.
Our Accomplishments
Over the years, FSI has significantly advanced our cause with impactful victories:
Access Preservation: We safeguarded your advice by blocking proposals that would have banned commissions, ensuring clients' access remns unhindered.
Employee Status Protection: We thwarted attempts to force indepent advisors into employment status, protecting professional autonomy and client relationships.
Growing Influence: Our membership in Washington D.C. has surged, doubling the network of financial advisors who advocate for a better regulatory landscape.
Client Choice Preservation: We secured victories that protect your clients' freedom of choice when selecting investment vehicles.
Regulatory Stake: We've elected dozens of FSI members to FINRA committees, securing a seat at the regulatory decision-making table.
Grassroots Efforts in Action
Our advocacy efforts encompass:
State-Level Coordination: Facilitating meetings and communications with legislators to influence state policy. For instance, our advocacy led to successful amments that safeguarded indepent contractor status for financial advisors in California.
Mass Mobilization: Engaging over 5,000 financial advisors to lobby the White House on critical issues like the definition of a fiduciary, successfully preventing DOL's proposed redefinition that could have priced millions out of IRA advice.
One Unified Voice
Media Influence: Speaking with one voice in media discussions, effectively shaping policy agas both federally and at state levels.
Member Support Advocacy: Leveraging FSI PAC to garner support for our advocacy efforts among members.
Capitol Hill Engagement: Conducting over 260 meetings with congressional representatives during our annual Capitol Hill Day events, directly addressing critical issues.
Leadership and Governance
FSI's leadership is guided by a volunteer-based council system:
Engagement Opportunities
The success of our mission relies on member engagement, leadership input, and industry support through FSI Sponsors.
Sponsorship Programs
Membership Levels: Tlored options for financial advisors, firms, and staff to join forces.
Networking Platforms: Exclusive access to resources, events, and opportunities for professional growth.
Contact Get Involved
FSI operates at the heart of Washington D.C., committed to fostering an environment that empowers indepent financial professionals:
Suite 700
Washington, DC 20004
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