• Advisor Briefing

    FSI members are invited to attend our quarterly Advisor Briefings. These conference calls are designed for financial advisor members, to keep them informed on the hot, “need to know” topics in the industry.

    FSI Advisor Briefing | March 23, 2011

     Listen Now
    This one-hour Advisor Briefing featured Steve Bartlett, president and CEO of The Financial Services Roundtable, having a lively dialogue about grassroots advocacy and how you can be a catalyst. How do you define grassroots advocacy and what role does it play? How can one person make a difference on Capitol Hill? What's the single thing that everyday Americans overlook when thinking about their elected officials? Listen now to hear the answers to these questions and more.


    FSI Advisor Briefing | February 16, 2011

     Listen Now
    This one-hour Advisor Briefing featured Neal Sullivan, partner at Bingham McCutchen™ and FSI's policy counsel, discussing how the SEC's Standard of Care Study may affect financial advisors and possible next steps related to the Study. In addition, FSI's president and CEO Dale Brown and FSI's general counsel and director of government affairs David Bellaire updated financial advisor members on issues related to the organization's 2011 advocacy priorities.


    FSI Advisor Briefing | January 19, 2011

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    This one-hour Advisor Briefing featured an update on FSI's advocacy efforts by FSI president & CEO Dale Brown and FSI general counsel and director of government affairs Dave Bellaire. In addition, it included an interview with Joseph Russo, FSI's newly-elected vice chair of the Board of Directors and chair of the FSI Financial Advisor Council.


    FSI Advisor Briefing | October 20, 2010

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    This quarterly Advisor Briefing was conducted by FSI president & CEO Dale Brown and FSI general counsel and director of government affairs Dave Bellaire and highlights the latest on 12b-1 fees, developments around a new standard of care and The Fair Playing Field Act of 2010.


    FSI Advisor Briefing | July 20, 2010

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    This quarterly Advisor Briefing was joined by FSI Chair, Mari Buechner, and FSI president & CEO, Dale Brown, and provides updates and offers perspective on the impact of financial regulatory reform and possible changes to 12b-1 fees.


    FSI Advisor Briefing | April 20, 2010

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    This quarterly Advisor Briefing provides updates on two priority issues facing financial advisors today: regulatory reform and possible changes to 12b-1 fees. It also includes a look at both the "people and the process" involved in FSI advocacy efforts.


    FSI Advisor Briefing | January 20, 2010

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    This first quarterly Advisor Briefing highlights two priority issues facing financial advisors today: regulatory reform and possible changes to 12b-1 fees.

     

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    Who to Contact 

    If you have any inquiries or questions regarding FSI membership, please contact:

    Michelle Allgauer
    Director of Member Engagement
    202-204-6422
    email Michelle Allgauer