FSI’s mission is to ensure that all individuals have access to competent and affordable financial advice, products, and services delivered by a growing network of independent financial advisors and independent financial services firms. Our top advocacy priorities1 include:
Issues of Significant Concern to Clients
Issues of Significant Concern to Independent Financial Services Firms & Advisors
Issues of Significant Concern to the Financial Services Industry2
Other Issues on FSI’s Advocacy Agenda:
In pursuit of FSI’s mission, we will maintain and expand our relationships with state and federal policymakers and advocacy allies while pursuing the following additional initiatives in 2017:
1. Strongly support the expansion of access by all individuals to competent and affordable financial advice, products, and services by supporting the:
2. Strongly support the growth of the network of independent financial advisors and independent financial services firms by:
1The “Advocacy Priorities” are the issues upon which FSI intends to lead the effort to achieve the stated objective. 2We anticipate working closely with other like-minded trade associations on these issues, but will bring a Main Street focus to the advocacy efforts.
Our Advocacy Action Center is designed to help you get involved with simple but effective steps. Write a comment letter, call your representatives in Congress, contribute to the FSI PAC or print and send an issue briefing or a white paper. Take action now.
David Bellaire, Esq.Executive Vice President & General Counsel 202 803-6061Email David