Fin. Svcs. Institute

We’re pleased to welcome Integrity Wealth as a new FSI Firm Member. Together, we’re committed to advancing a business-friendly regulatory environment and protecting investors’ access to affordable, professional financial advice. financialservices.org/fsi-adds-integ… #FSI #Partnership

At the 2026 #FSIAdvocacySummit, don’t just hear about the policy decisions that will impact your business—help shape them. You don’t need lobbying experience, just your real-world perspective—engagement is critical. fsievents.regfox.com/fsi-advocacy-s… #FSIEvents #FSIAdvocacy

A federal court has vacated the DOL’s 2024 fiduciary rule and related exemptions in ACLI v. U.S. DOL. We supported the challenge with @SIFMA, noting the rule exceeded DOL authority and threatened investors’ access to advice and education. financialservices.org/sifma-fsi-stat… #FSIAdvocacy

Eversheds Sutherland reviewed the Financial Industry Regulatory Authority’s (FINRA) monthly reports, press releases, and online enforcement database. Discover what analysis of FINRA's 2025 disciplinary actions revealed. financialservices.org/events/finra-2… #FSIEvents #RegulatoryPolicy

Wishing our members, partners, and the independent financial services community a day filled with a little luck and continued success serving clients and building strong financial futures. #FSI #StPatricksDay #IndependentFinancialServices

New FSIVoice articles are live, with some insights from OneVoice 2026—covering advocacy priorities, regulatory updates, leadership in an AI-driven world, advisor productivity, firm culture, and more. financialservices.org/fsi-voice/ #FSI #FSIVoice #ThoughtLeadership

The commitment of our sponsors strengthens our advocacy and supports independent financial advisors and firms. We’re grateful for the partnerships with our CPA and law sponsors. #FSISponsors #IndustryPartnerships

On this day in 1986, Microsoft went public on the NASDAQ—a milestone in tech history. It’s hard to imagine life without the innovations that followed as technology has transformed how we work, communicate, and advocate. #FunFactFriday #FSI #Innovation

Strong sponsorship and partnership are essential to the success of the independent financial services industry and strengthening our advocacy efforts. Thank you to our Executive Sponsors for their continued partnership. #FSISponsors #IndustryPartnerships

We were pleased to join Disability Specialists, Inc. at Private Advisor Group’s annual conference in Boston this week. CEO Frank Smith—also an FSI board member—shared firm and industry updates and highlighted advisor advocacy opportunities. #FSIAdvocacy #IndustryEngagement

Be in the room where policy is shaped. At the 2026 #FSIAdvocacySummit, meet face-to-face with Congressional offices on Capitol Hill and advocate for independent financial services. No experience needed. Your voice matters. zurl.co/eHrqU #FSIEvents #FSIAdvocacy

This Women’s History Month, we recognize the women strengthening independent financial services—especially our current and past female board members for their leadership and dedication to Main Street Americans. #FSI #FemaleLeaders

We’re proud to recognize our Premier Sponsors: @Broadridge, @Envestnet_, @CapitalGroup, @orionwealthtech, @Advisor360, and SEI Investments Group. Their partnership helps strengthen the independent financial services industry. #FSISponsors #IndustryPartnerships

⏰ Don’t forget to “spring forward”! Daylight Saving Time begins this weekend. Set your clocks ahead one hour tonight, and enjoy the extra evening light and the promise of warmer weather to come! #DaylightSavingTime

The strength of FSI isn’t just our advocacy—it’s our people. This Employee Appreciation Day, we’re celebrating the dedicated team behind the scenes who support independent advisors and protect Main Street Americans’ access to affordable, professional advice. #FSI #FunFactFriday

@ESgloballaw reviewed FINR's 2025 disciplinary actions. Discover what the analysis reveals about evolving enforcement priorities. financialservices.org/events/finra-2… #FSIEvents #SponsorEvents #RegulatoryPolicy

We’re proud to recognize our Ambassador Sponsors, @AssetMark and @Fidelity. Strong partnerships power our advocacy and strengthen the independent financial services industry. We’re grateful for their continued support. #FSI #FSISponsors #IndustryPartnerships

The Clarity for Compensation Act modernizes commission rules, helping Black-owned firms grow and serve underserved communities. With Quad-A, we support the bill to boost efficiency and expand client solutions. investmentnews.com/practice-manag… #FSIAdvocacy #IndependentFinancialServices

During National Consumer Protection Week, we’re proud to protect Main Street investors. We advocate for stronger financial literacy, tools to help advisors prevent fraud, and policies that help firms safeguard clients’ nest eggs in a changing digital landscape. #FSIAdvocacy

📅 Registration is open for the 2026 FSI Advocacy Summit! Join us in D.C. for an opportunity to shape the future of independent financial services. Make your voice heard. Register today! financialservices.org/summit #FSIAdvocacy #FSIEvents #FSIAdvocacySummit