Congratulations to the FSI financial advisor members, firm members, and sponsors recognized for 2024 Investment News’ Excellence Awardees!

The Philadelphia Roundtable is one week away! Sneha Shah will join us to discuss AI implementation including integration strategies, training and education, client communication and more. zurl.co/oG0o

Today, the U.S. Department of Labor (DOL) published its final Retirement Security Rule. Read our statement here: zurl.co/7rhd

Independent financial advisors choose to be independent to retain the trust of their clients.  #IndependentFinancialAdvisor   #StandUpForInedependece   #IndependentContractor

Take a look back at our accomplishments over the last two decades! In 2009, FSI advocated for several key issues such as 12b-1 fees, independent contractor status & regulatory reform. #20YearsofFSI   #20thanniversary

FSI, along with multiple trade organizations, have signed a letter expressing concern with how the DOL has handled the progression of the Retirement Security Rule.' Read more: zurl.co/t9SC

Registration for the Philadelphia Regional Roundtable is now open! Join us on May 8th to share ideas with colleagues across the industry and dive in to #AI . Learn more and register now: zurl.co/6I1J

OMB has concluded its review of DOL's final fiduciary rule. On Wednesday, FSI, a staunch opponent of the Department's rule, met with OMB to discuss our concerns. The final Fiduciary Rule could be released soon. Read more: zurl.co/Tq2r

Independent financial advisors choose to be independent to retain the trust of their clients.  #IndependentFinancialAdvisor   #StandUpForInedependece   #IndependentContractor
zurl.co/RARL

The Philadelphia Regional Roundtable has been rescheduled for May 8th. Join us for an exciting and interactive discussion about #AI .

Learn more: zurl.co/YGxG

Thank you to our 2024 Partner Law Sponsor @Winget, Spadafora & Schwartzberg, LLP!

In a recent FSIVoice article, Board Chair Jamie Price discusses leadership and the unique role of independent financial services. Learn more: zurl.co/t4m9

On April 18, CAIS will present a webinar on Enhancing Portfolio Diversification: Navigating Alternative Investments with Due Diligence.

Learn more and register now: zurl.co/vQWN

Artificial Intelligence is almost impossible to ignore, especially in the financial services industry. Read our latest FSIVoice article to learn what industry leaders had to say about AI at #OneVoice2024 : zurl.co/oHki

Thank you Jeff Rosenthal for sharing your FSI story and helping celebrate our 20th anniversary! voicesoffsi.gv-one.com/video.html?v=v…

In his quarterly letter to members, Dale Brown reflects on 20 years of advocacy. Read the latest FSIVoice article to learn more: zurl.co/1AUp

Independent financial advisors choose to be independent to retain the trust of their clients.  #IndependentFinancialAdvisor   #StandUpForInedependece   #IndependentContractor

Last month, FSI drafted a whitepaper outlining the policies and procedures the SEC should adopt to detect and prevent unfair regulation by enforcement. Learn more and view the whitepaper here: zurl.co/3oAj

Thank you Dean Harman for sharing your FSI story and helping celebrate our 20th anniversary! zurl.co/ztKt

Join us at our Philadelphia Roundtable on March 26 for an exciting and interactive discussion on Artificial Intelligence and explore its possibilities and important considerations. Register and learn more: zurl.co/rPO4