Never miss a story — sign up for PLANADVISER newsletters to keep up on the latest retirement plan adviser news.
Products September 10, 2013
FSI Adds Online Advocacy Tools
At its first-ever Financial Advisor Summit, the institute
unveiled a new website, social network and additional tools to help members
grow their businesses.
Reported by Sara Kelly
After one year of development, the Financial Services Institute (FSI)’s new website aims to support its financial adviser members in the services they provide for their clients in a changing regulatory environment. FSI Social, the new network, gives advisers a secure virtual environment to collaborate and share best practices with their peers and FSI executives.
Two new tools, a one-minute video and corresponding infographic that explain the potential benefits of working with an independent financial adviser, have been reviewed by the Financial Industry Regulatory Authority (FINRA) and are available for free download by FSI members. The video and infographic may be posted on a member’s website or emailed to existing or prospective clients.
FSI’s biweekly newsletter, Newsbrief, will now be emailed to members daily. A mobile news and advocacy application (app), which FSI expects to release next month, was also previewed at the summit.
“Our members understand the value of advocacy and our fight for a healthier, more business-friendly regulatory environment,” said FSI President and CEO Dale Brown.