The Financial Services Institute (FSI): Advocating for independent financial services firms, financial advisors & American investors. RTs, likes ≠ endorsements.
Washington, D.C.
Joined July 2011
- Tweets11.1K
- Following1.7K
- Followers3.9K
- Likes1.5K
FSI sponsorship goes beyond visibility. Allan Avena of @Envestnet_ shares how our partners help strengthen advocacy, foster collaboration, and support independent financial advice.
🎥 Hear why partnership matters: youtu.be/8ikgjluva50?si=3r8y…
#FSISponsors
#IndustryPartnerships
As regulatory expectations evolve, is your firm prepared?
Join A. Valerie Mirko and @AT_Law attorneys at #OneVoice2027 to explore Reg BI, SEC enforcement trends, and strategies to strengthen compliance.
Feb. 1 | $149 | Pre-registration required
🔗 financialservices.org/onevoi…
Older Americans lost $3B to fraud in 2025, per the @FTC.
We continue advocating for the Financial Exploitation Prevention Act and Tax Relief for Fraud Victims Act to strengthen investor protections and provide relief to victims.
cnbc.com/2026/10/22/older-am…
#InvestorProtection
Following the 2026 midterms, we're ready to work across the aisle to achieve results for our members.
➡️ Read our statement: financialservices.org/fsi-st…
#MidtermElections
#FSIAdvocacy
Today is Election Day! 🗳️
Every voice plays a role in shaping our communities and our country.
Voting is an opportunity to share your perspective and have a say in the decisions that impact our future.
#ElectionDay
#CivicEngagement
Whatever November brings, our commitment to independent advice remains unchanged.
In @wealth_report, Dale Brown shares why bipartisan advocacy remains essential to protecting investors and expanding access to advice.
Read more: wealthsolutionsreport.com/wh…
#FSI
#FSIAdvocacy
Interesting, fun, and rewarding: three words Dan Barry uses to describe seven years with us. His work helps create a regulatory environment that enables our members to help clients build wealth and achieve financial security.
Happy #WorkAnniversary, Dan!
#TeamFSI
⏰🍂 It's time to fall back!
Daylight Saving Time ends overnight, so don't forget to turn your clocks back one hour before heading to bed tonight!
#DaylightSavingTime
#FallBack
#Holidays
🎃 Happy Halloween from all of us at FSI! 👻
Whether you're dressing up, handing out candy, or enjoying some spooky fun, we wish our members, partners, colleagues, and their families a safe and spooktacular Halloween! 🍬
#HappyHalloween
#Holidays
Looking to grow your client pipeline?
WealthHawk helps #IndependentFinancialAdvisors identify prospects using targeted data to drive organic growth. Through the #CoveredAdvisorAffinityBenefits Program, #FSI members receive exclusive pricing.
👉 financialservices.org/growth…
Financial advisors are making an impact beyond their practices!
Our webinar with @investinothers was highlighted by @wealth_report for showcasing advisors' charitable work and community impact.
➡️ Read more:
wealthsolutionsreport.com/ad…
#GivingBack
#IndustryNews
As our industry evolves, fresh perspectives help leaders move forward.
Join CEOs and senior executives at #OneVoice2027 to exchange ideas, navigate change, and build momentum for what's next.
🐦 Register by Nov. 30 to save $600!
🔗 financialservices.org/onevoi…
#FSI
FSI sponsorship goes beyond brand visibility. It helps you connect with industry leaders, strengthen relationships, and create opportunities that align with your business goals.
Explore our 2027 Sponsor Guide: financialservices.org/wp-con…
#IndustryPartnerships
We’re in Boston for @Schwab4RIAs IMPACT 2026, connecting with independent advisors, RIA leaders, and industry partners to explore AI, technology, firm growth, and the future of independent advice.
Attending? Let's connect to exchange insights!
#FSI
#IndustryEvents
Strong industry partnerships strengthen our industry! We're recognizing our Premier Sponsors for their continued support of our mission, members, and independent financial services community.
Thank you for your partnership!
Learn more: financialservices.org/about/…
#FSISponsors
Independent financial advisors are optimistic about the economy and markets, while keeping an eye on the risks ahead.
Our latest member poll explores their outlook, regulatory priorities, and challenges to growth.
Read more: financialservices.org/fsi-vo…
#FSIVoice
Make more of #OneVoice2027 with two workshops on Feb. 1!
⚖️Explore Reg BI, conflicts of interest & compliance strategies with @AT_Law's A. Valerie Mirko
🤝Strengthen leadership, trust & credibility with @JPinspires
See you there! financialservices.org/onevoi…
Growth doesn’t have to mean more overhead.
Through the #CoveredAdvisor Affinity Benefits Program, #FSI members save on tools to attract clients, boost visibility, and create new opportunities.
Grow your reach—not your overhead.
financialservices.org/member…
#MembershipBenefits
There’s still time to register!
Join us and @investinothers for a conversation with advisor and nonprofit leaders, including our Board Chair, on how advisors are driving meaningful change beyond their practices.
➡️ Register: financialservices.org/events…
#FSI
#FSIEvents
We enjoyed connecting with industry leaders, advisors, and peers at the @CommonwealthFN National Conference in Colorado!
A valuable opportunity to exchange insights, strengthen relationships, and discuss the future of independent financial services.
#FSI
#IndustryPartnerships
