The Financial Services Institute (FSI): Advocating for independent financial services firms, financial advisors & American investors. RTs, likes ≠ endorsements.
Washington, D.C.
Joined July 2011
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Independent financial advisors are optimistic about the economy and markets, while keeping an eye on the risks ahead.
Our latest member poll explores their outlook, regulatory priorities, and challenges to growth.
Read more: financialservices.org/fsi-vo…
#FSIVoice
Make more of #OneVoice2027 with two workshops on Feb. 1!
⚖️Explore Reg BI, conflicts of interest & compliance strategies with @AT_Law's A. Valerie Mirko
🤝Strengthen leadership, trust & credibility with @JPinspires
See you there! financialservices.org/onevoi…
Growth doesn’t have to mean more overhead.
Through the #CoveredAdvisor Affinity Benefits Program, #FSI members save on tools to attract clients, boost visibility, and create new opportunities.
Grow your reach—not your overhead.
financialservices.org/member…
#MembershipBenefits
There’s still time to register!
Join us and @investinothers for a conversation with advisor and nonprofit leaders, including our Board Chair, on how advisors are driving meaningful change beyond their practices.
➡️ Register: financialservices.org/events…
#FSI
#FSIEvents
We enjoyed connecting with industry leaders, advisors, and peers at the @CommonwealthFN National Conference in Colorado!
A valuable opportunity to exchange insights, strengthen relationships, and discuss the future of independent financial services.
#FSI
#IndustryPartnerships
Away from political engagement, Kyle enjoys paddle boarding at the beach, watching movies, and playing board games with friends. 🏄♂️🎲
We hope your birthday includes some favorite activities. #HappyBirthday, Kyle!
#TeamFSI
🎉 We’re wishing Dale Brown a very happy birthday! When he has the opportunity to step away, you may find Dale on the golf course. ⛳
We hope the year ahead brings plenty of time for a round or two.
#HappyBirthday, Dale!
Be in the room with the leaders shaping what’s next.
At #OneVoice2027, CEOs and senior executives will exchange ideas, tackle shared challenges, and learn how peers are leading through change.
Join us Feb. 1–3 in Tampa: zurl.co/he5SE
#FSI
Every firm's account opening process is different, but many of the challenges are the same.
FSI's New Account Opening Guidebook shares practical insights from the Operations & Technology Council.
Explore five key takeaways: zurl.co/mvqwS
#FSIResources
#FSIInsights
Partnership at the highest level helps move our industry forward.
We’re grateful to our Ambassador Sponsors for their leadership, continued investment, commitment to FSI & the independent financial services community.
🤝 Learn more: zurl.co/Yoj7i
#IndustryPartnerships
A whirlwind year of learning and fresh perspectives! Moving from the firm side into the association world gave Shauna a deeper appreciation for the work behind our advocacy and mission.
Happy 1st #WorkAnniversary, Shauna!
#TeamFSI
🎥 Get a preview before tomorrow’s #FSIEvents webinar!
See why AI alone won’t fix outdated processes or poor data—and how connected technology, data, and workflows can help firms turn AI into real business value.
▶️ Watch: youtube.com/shorts/PUxZpryFJ…
#FSI
#AI
➡️ Register: financialservices-org.zoom.u…
🎙️ Advocacy, trust, and the future of independent advice take center stage on @CambridgeIBD's Let’s Talk podcast. Our President & CEO shares how advisors can help shape issues impacting their clients, businesses, and profession.
🎧 Listen: joincambridge.com/insights/l…
#FSIAdvocacy
We’re advancing key legislative and regulatory priorities for independent financial services, from legislation in Congress to independent contractor protections and SEC and FINRA proposals.
Read our latest #FSIVoice update: financialservices.org/fsi-vo…
#FSIAdvocacy
David Bellaire, our EVP & General Counsel, is celebrating 21 years with us!
For Dave, advancing our mission means helping advisors spend less time on paperwork and red tape—and more time serving clients.
Happy #WorkAnniversary, Dave!
#TeamFSI
We enjoyed connecting at ADISA’s Annual Conference in Las Vegas this past week, supporting our members and sponsor firms while exploring AI, regulatory issues in alternative investments, and B/D growth.
Thanks for bringing the industry together!
#FSI
#IndustryPartnerships
🎉 Happy birthday to Christine Bermingham, our Strategic Partnerships Director!
When she isn’t building partnerships, Christine may be creating something else—one stitch at a time. Knitting is one of her favorite ways to unwind. 🧶🤓
#TeamFSI
#HappyBirthday
We’re wishing Matt Landers a very happy birthday!
Outside of work, Matt recently took up running. Whether he’s building mileage or enjoying the journey, we hope the year ahead brings plenty of rewarding strides. 🏃
#TeamFSI
#HappyBirthday
Registration is open for #OneVoice2027!
Join CEOs and senior executives in Tampa to exchange ideas, gain fresh perspectives, and bring new thinking back to your firm and leadership team.
Register by Nov. 30 to save $600: financialservices.org/onevoi…
