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. View our schedule of 2011 Advisor Briefings and other financial advisor events.
Archives
March 23, 2011
FSI Advisor Briefing
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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.
February 16, 2011
FSI Advisor Briefing
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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.
January 19, 2011
FSI Advisor Briefing
Listen Now / Download - 60min 00sec
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.
October 20, 2010
FSI Advisor Briefing
ListenNow / Download - 35min 00sec
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.
July 20, 2010
FSI Advisor Briefing
ListenNow / Download - 34min 00sec
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.
April 20, 2010
FSI Advisor Briefing
ListenNow / Download - 34min 57sec
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.
January 20, 2010
FSI Advisor Briefing
ListenNow / Download - 30min 13sec
This first quarterly Advisor Briefing highlights two priority issues facing financial advisors today: regulatory reform and possible changes to 12b-1 fees.