Financial Services Institute

10/22/2026

There’s still time to register for "The Power of Advisors in Communities"!

Join us and in Others for a timely conversation about the powerful impact financial advisors make beyond their practices.

Hear from:
⭐ Christine Byrne of Back Cove Financial
⭐Justin Elder of BrightPoint Financial LLC
⭐ Faith Bitterman from Invest in Others

They'll share how financial advisors are using their leadership, time, and resources to support charitable causes and strengthen their communities.

➡️ Register today: https://financialservices.org/events/

10/21/2026

Growth doesn’t have to mean adding more overhead.

The right resources can help you reach new clients, strengthen your visibility, and create new opportunities while making the most of the resources you already have.

Through the CoveredAdvisor Affinity Benefits Program, FSI members can access exclusive savings on solutions designed to help support smarter, more efficient growth.

Grow your reach—not your overhead.

👉 Explore growth-focused member benefits: https://financialservices.org/membership/coveredadvisor-affinity/

10/20/2026

Connecting with industry leaders and peers is always a valuable opportunity to exchange ideas, share perspectives, and strengthen relationships!

We enjoyed being part of the 2026 Commonwealth Financial Network National Conference at the Ga***rd Rockies Resort & Convention Center in Colorado, engaging with financial advisors, firm leaders, and industry partners on the opportunities and challenges shaping independent financial services.

Thank you to Commonwealth Financial Network for bringing the community together and creating opportunities for meaningful conversations and connections!

10/14/2026

A whirlwind of development, learning, and fresh perspectives—that’s how Shauna Faulkner, our Marketing & Communications Manager, describes her first year with us.

After moving from the firm side of independent financial services into the association world, Shauna gained a firsthand look at the years of work and countless touchpoints required to advance our industry’s advocacy initiatives.

Learning how those efforts help protect firms, financial advisors, and their clients has been both challenging and rewarding, and has given Shauna an even deeper appreciation for our mission.

Happy first anniversary, Shauna! We’re excited to see what year two brings.

10/14/2026

TOMORROW: Discover how AI can deliver real, measurable value for your business.

But first, get a preview of the conversation. 🎥

Mike Byrnes and Dan Cavanaugh of share their “Hot Takes” on how quickly AI is moving from isolated pilots to broader integration across wealth management—and why technology, data quality, and connected workflows will be critical to getting real value from it.

Then, join us tomorrow for “How AI Is Delivering Real Intrinsic Value,” sponsored by Aidentified and presented byMike Byrnes Consulting, for a deeper look at how firms can use AI and connected, actionable data to uncover opportunities, improve efficiency, deepen client relationships, and support growth.

▶️ Watch the Hot Takes preview: https://youtube.com/shorts/PUxZpryFJg4
➡️ Register for tomorrow’s webinar: https://financialservices-org.zoom.us/webinar/register/WN_Jw1ETLaISaetT7WjE4tI7A #/registration

How is AI changing the wealth management industry?In this convers...

10/13/2026

🎙️ Advocacy, trust, and the future of independent financial advice take center stage in a new episode of Cambridge Investment Research's Let’s Talk podcast.

Our President & CEO Dale Brown joined Jeff Wick and Val Vest for a conversation recorded at Cambridge Ignite.

Together, they explore how financial advisors can make an impact on the issues affecting their clients and businesses, build trust with key stakeholders, and bring their experiences and insights to conversations shaping the future of the profession.

Dale also shares reflections from his career in advocacy, and a few personal insights along the way.

🎧 Listen to the full conversation: https://www.joincambridge.com/insights/lets-talk/episode-144-lets-talk-ignite-advocacy-trust-and-the-future-of-independent-advice-with-dale-brown/




10/12/2026

Our advocacy efforts continue to move key priorities forward for independent financial advisors, firms, and Main Street investors.

From legislation in Congress and independent contractor protections to regulatory proposals from the SEC and FINRA, we’re engaging with policymakers on the issues shaping the future of independent financial services.

Read our latest FSIVoice advocacy update to see where key priorities stand and what we’re focused on in the months ahead: https://financialservices.org/fsi-voice/advocacy-priorities-moving-forward/

10/12/2026

David Bellaire, our Executive Vice President & General Counsel, is celebrating 21 years with us—and his commitment to independent financial services extends across his entire career.

Dave has seen firsthand the difference professional financial advice can make for families. For him, helping advisors spend less time navigating paperwork and regulatory red tape—and more time serving their clients—is what makes the work so rewarding.

Thank you, Dave, for 21 years of advancing our mission and supporting the advisors and firms we serve. Happy anniversary!

10/10/2026

We enjoyed connecting with industry professionals this past week at ADISA’s 2026 Annual Conference & Trade Show in Las Vegas!

It was a great opportunity to support our members and sponsor firms in attendance while taking part in timely conversations on AI, regulatory issues impacting alternative investments, and driving growth at broker-dealers.

Thank you to ADISA for bringing the community together to connect, learn, and strengthen industry relationships.

10/09/2026

🎉 Today, we’re celebrating Christine Bermingham, our Director, Strategic Partnerships, and sharing something her industry connections may not know about her.

When Christine isn’t building partnerships, you may find her creating something else—one stitch at a time. Knitting is one of her favorite ways to unwind. 🧶🤓

We hope your birthday includes time to relax and enjoy the things you love most. Happy birthday, Christine!