Financial Services Institute

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Financial Services Institute

Founded in 2004, FSI is the only advocacy organization working on behalf of independent financial services firms and independent financial advisors.

08/27/2026

Congratulations to First Command Financial Services on receiving FSI’s inaugural Firm Excellence Award! 🏆

This new honor recognizes First Command’s organization-wide commitment to advocacy and its efforts to advance policies that strengthen the independent financial services industry and protect access to professional financial advice.

From engaging employees and affiliated financial advisors in grassroots advocacy to helping launch FSI’s AI Task Force, First Command has demonstrated a strong culture of advocacy and industry leadership.

Thank you to the entire First Command team for your outstanding commitment to advocacy!

Learn more: https://financialservices.org/advocacy/advocacy-circle-of-excellence/2026-advocacy-circle-of-excellence-honorees/

08/26/2026

What forces are driving today's political uncertainty and what do they mean for independent financial advisors?

In his keynote at the 2026 FSI Advocacy Summit, political strategist Bruce Mehlman examined the voter sentiment, policy shifts, and political dynamics reshaping Washington. He also shared his outlook for the midterm elections and why policy volatility is likely to remain a defining challenge for our industry.

Read more: https://financialservices.org/fsi-voice/politics-of-disruption/

08/25/2026

Congratulations to our 2026 FSI Advocacy Circle of Excellence honorees! 🏆

This year, we recognize 19 individuals whose advocacy leadership is helping advance FSI’s mission, strengthen the independent financial services profession, and protect Americans’ access to affordable, professional financial advice.

We also celebrate four recipients of the Stephen R. Kareta Excellence in Advocacy Award, FSI’s highest individual advocacy honor, and First Command Financial Services, recipient of our inaugural Firm Excellence Award.

Thank you to all of this year’s honorees for your leadership, engagement, and commitment to advocacy.

Meet the 2026 honorees: https://financialservices.org/fsi-announces-2026-circle-of-excellence/

08/24/2026

The right technology can help you spend less time managing complexity and more time focused on delivering value to clients.

Envestnet provides wealth management technology and solutions designed to support investment management and the delivery of financial advice.

Through the CoveredAdvisor Affinity Benefits Program, FSI members receive 10% off BillFin, Envestnet’s simple and cost-effective standalone advisory billing solution.

👉 Learn more and explore your member benefits: https://financialservices.org/growth-affinity-benefits/

08/21/2026

On Senior Citizens Day, we recognize the invaluable contributions of older Americans and reaffirm our commitment to protecting vulnerable populations from financial exploitation.

As scams become increasingly sophisticated, seniors need stronger protections and the tools to safeguard their financial security. That's why we urge the Senate to pass the Financial Exploitation Prevention Act of 2025, empowering financial professionals to help identify and prevent suspected financial exploitation and fraud.

Take action today and urge your Senators to support this important legislation:
https://www.votervoice.net/FSI/Campaigns/132168/Respond

PreventionAct

08/20/2026

We’re proud to recognize our Law & CPA Sponsors whose partnership and expertise help support FSI and the independent financial services community.

⭐ Armstrong Teasdale LLP
⭐ Bressler, Amery & Ross, LLC
⭐ Crowe LLP
⭐ Eversheds Sutherland
⭐ Freeman, Mathis & Gary, LLP
⭐ Winget, Spadafora & Schwartzberg, LLP

Thank you for your continued partnership and commitment to our industry!

🤝Learn more about partnering with FSI: https://financialservices.org/about/sponsorship/

08/19/2026

Congratulations to our Financial Advisor members who received Honorable Mention in the 20th Annual Invest in Others Awards!

This recognition celebrates financial advisors whose dedication to charitable leadership, volunteerism, and community service is making a meaningful difference in the lives of others.

We're proud to recognize your commitment to giving back and strengthening the communities you serve. Congratulations on this well-deserved honor!

https://www.investinothers.org/2026-invest-in-others-awards-honorable-mentions/

08/17/2026

Purpose drives progress.

Nonprofit organizations play a vital role in strengthening communities, advancing important causes, expanding opportunities, and bringing people together to create meaningful change.

On National Nonprofit Day, we celebrate the organizations, professionals, volunteers, and supporters whose commitment and service make a difference every day.

Thank you for the important work you do and the impact you make in the communities and industries you serve.

08/14/2026

Financial awareness is about more than understanding your money—it's about having access to trusted guidance that helps you make informed decisions.

This National Financial Awareness Day, we recognize the important role independent financial advisors play in helping individuals and families navigate their financial futures with personalized advice and long-term relationships built on trust.

That's why we remain committed to protecting access to independent financial advice.

08/13/2026

A better account opening experience benefits everyone.

It reduces operational friction. Improves advisor satisfaction. Enhances the client experience. And supports long-term growth.

Learn more in our New Account Opening Guidebook: https://financialservices.org/publications/resource-library-2/

Available exclusively for FSI members.

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Washington D.C., DC

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+18883731840

Website

http://www.financialservices.org/

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