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
In addition to the top priorities listed above, our Advocacy Team follows a number of issues impacting our industry. CLICK HERE for additional issues on our advocacy agenda.
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