Fin. Svcs. Institute @FSIwashington
The Financial Services Institute (FSI): Advocating for independent financial services firms, financial advisors & American investors. RTs, likes ≠ endorsements. financialservices.org Washington, D.C. Joined July 2011-
Tweets11K
-
Followers4K
-
Following2K
-
Likes1K
Today, the U.S. Department of Labor (DOL) published its final Retirement Security Rule. Read our statement here: zurl.co/7rhd
Independent financial advisors choose to be independent to retain the trust of their clients. #IndependentFinancialAdvisor #StandUpForInedependece #IndependentContractor
Take a look back at our accomplishments over the last two decades! In 2009, FSI advocated for several key issues such as 12b-1 fees, independent contractor status & regulatory reform.#20YearsofFSI #20thanniversary
FSI, along with multiple trade organizations, have signed a letter expressing concern with how the DOL has handled the progression of the Retirement Security Rule." Read more: zurl.co/t9SC
Registration for the Philadelphia Regional Roundtable is now open! Join us on May 8th to share ideas with colleagues across the industry and dive in to #AI. Learn more and register now: zurl.co/6I1J
OMB has concluded its review of DOL's final fiduciary rule. On Wednesday, FSI, a staunch opponent of the Department's rule, met with OMB to discuss our concerns. The final Fiduciary Rule could be released soon. Read more: zurl.co/Tq2r
Independent financial advisors choose to be independent to retain the trust of their clients. #IndependentFinancialAdvisor #StandUpForInedependece #IndependentContractor zurl.co/RARL
The Philadelphia Regional Roundtable has been rescheduled for May 8th. Join us for an exciting and interactive discussion about #AI. Learn more: zurl.co/YGxG
Thank you to our 2024 Partner Law Sponsor @winget, Spadafora & Schwartzberg, LLP!
In a recent FSIVoice article, Board Chair Jamie Price discusses leadership and the unique role of independent financial services. Learn more: zurl.co/t4m9
On April 18, CAIS will present a webinar on Enhancing Portfolio Diversification: Navigating Alternative Investments with Due Diligence. Learn more and register now: zurl.co/vQWN
Artificial Intelligence is almost impossible to ignore, especially in the financial services industry. Read our latest FSIVoice article to learn what industry leaders had to say about AI at #OneVoice2024: zurl.co/oHki
Thank you Jeff Rosenthal for sharing your FSI story and helping celebrate our 20th anniversary! voicesoffsi.gv-one.com/video.html?v=v…
In his quarterly letter to members, Dale Brown reflects on 20 years of advocacy. Read the latest FSIVoice article to learn more: zurl.co/1AUp
Independent financial advisors choose to be independent to retain the trust of their clients. #IndependentFinancialAdvisor #StandUpForInedependece #IndependentContractor
Last month, FSI drafted a whitepaper outlining the policies and procedures the SEC should adopt to detect and prevent unfair regulation by enforcement. Learn more and view the whitepaper here: zurl.co/3oAj
Thank you Dean Harman for sharing your FSI story and helping celebrate our 20th anniversary! zurl.co/ztKt
Join us at our Philadelphia Roundtable on March 26 for an exciting and interactive discussion on Artificial Intelligence and explore its possibilities and important considerations. Register and learn more: zurl.co/rPO4
Take a look back at our accomplishments over the last two decades! In 2006, Financial Advisors attended Public Policy Day for the first time. #20YearsofFSI #20thanniversary
The Philadelphia Roundtable is only a few weeks away! This exciting and interactive discussion will explore concerns including data security, algorithmic bias, and ethical considerations. Space is limited, so register now: zurl.co/aeCQ
MichaelKitces @MichaelKitces
86K Followers 483 Following One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
Gavin Spitzner @gspitzner
3K Followers 2K Following President of Wealth Consulting Partners, LLC. Wealth Management AdviceTech Strategy/Growth Consultant and WealthTech Board Member
ThinkAdvisor @ThinkAdvisor
42K Followers 1K Following The destination for news, analysis, tools, and networking advisors need to stay informed and grow their businesses. ThinkAdvisor is an @ALMGlobal_ publication.
WealthManagement.com @wealth_mgmt
58K Followers 3K Following https://t.co/axJ523fsPZ is the digital resource of all things wealth management for financial advisors and estate planning professionals.
Tina Powell @tinacpowell
5K Followers 4K Following Faith In God ✝️ Partner, Chief of Community @intention_ly Host🎙️In The Suite Podcast TEDx Speaker 🫁Lung Cancer Survivor #NSCLC #Exon21 #Tagrisso
LPL Financial @LPL
25K Followers 2K Following We take care of our advisors, so they can take care of their clients. Follow @LPLResearch for market guidance. Member SIPC https://t.co/0fRATJzMtL
Daniel Crosby @danielcrosby
34K Followers 11K Following Shrink. Author. Into FinTech, behavioral finance, existentialism, inkblots, & tweed. Books - Laws of Wealth, Behavioral Investor Podcast - Standard Deviations
Aaron Schumm @AaronSchumm
2K Followers 2K Following Trying to fix a problem. @Vestwell (Founder, CEO), @FolioDx (Co-Founder, Acq by @EnvIntel), @Quovo (Acq by @Plaid), @Vestorly, @WeAreOfColor
InvestmentNews @investmentnews
87K Followers 1K Following InvestmentNews is the leading source of news, analysis and information essential to the financial advisory community.
Diana Britton @Diana_Britton
7K Followers 3K Following Managing Editor, https://t.co/v0JKpu40MR Host of Transparency with Diana B., a podcast about advisors' personal struggles and healing
Ryan Shanks @ryanshanks
25K Followers 7K Following CEO of @FAMatch | Proud Father | Platform Tennis Addict | Tequila Connoisseur | GIF game is 🔥 | 🤘🏼 #Inspire #Empower #Lead #WealthManagement #Fintwit #HookEm
Financial Planning @finplan
80K Followers 1K Following News, analysis, insights and data for financial advisors
Sonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/Her
Max Schatzow @AdviserCounsel
6K Followers 1K Following Counsel to RIAs, BDs & fund managers on registration, compliance, and enforcement issues. Husband, dad x2, dogdad, beer, ball sports, bikes, fiat.
Marie Swift @marieswift
8K Followers 2K Following Marie Swift is a PR and Marketing professional serving the financial services industry: More at https://t.co/ODJ0THj1MQ and https://t.co/FsnhHa1Al6
Andy Martin @Dollarlogic
8K Followers 4K Following Markets and economic policy researcher. Some of my articles: https://t.co/oA3Drt0XzT ≠ investment advice DollarlogicCharts 📊 💗 #jazz 🇺🇲 ✡
Burt White @_BurtWhite
11K Followers 989 Following Chief Strategy Officer of @CarsonGroupLLC; On a Noble Quest to Help You Find Your Freedom! Advisory services through CWM, LLC, Registered Investment Advisor.
Bill Winterberg, CFP�.. @BillWinterberg
24K Followers 11K Following Financial/wealth technology strategy. Content producer. Pinball player. Road trip connoisseur. Former homeschool dad @LeapFrog @HP @AdvicePay
Cambridge Investment .. @CambridgeIBD
1K Followers 66 Following Supporting independent financial professionals and their investing clients since 1981.
Caleb Smith @CalebJSmith
11K Followers 2K Following President, Drive Public Affairs. Hattrick: @SpeakerMcCarthy, @SpeakerRyan & @SpeakerBoehner
Charles Bailey @CTBailey1
74 Followers 176 Following
Alden Marketing @AldenMarketing
61 Followers 169 Following Creative producer and marketing strategist innovating for companies to differentiate and drive new business growth. Office: 781 799 2932
Lainey Babin @LainBabin
50 Followers 5K Following
Halima Kloock @KloocHali
45 Followers 5K Following
Joseph Bish @JosephBishIWI
1 Followers 23 Following Communications Manager at Investments & Wealth Institute
Leia Kimak @KimakLe
48 Followers 5K Following
Laura Chounlapane @LChounlapa47422
41 Followers 5K Following
TKG @NewsFan1417
3 Followers 670 Following
Lourdes Serna @sern_lourd
23 Followers 5K Following
coxcapitalpartners @coxcapitalptnrs
200 Followers 555 Following We provide secondary liquidity for non-traded alternative investments. Tweets do not constitute investment advice.
Finology Software @FinologyTech
14K Followers 996 Following Student loan repayment planning tools for advisors.
Marcus USA: Silence =.. @MarcusPun
2K Followers 5K Following Editor 45 yrs./FilmFest Editor, Geek. Love film/TV in all glory/shame. Amateur scientist (B.S.,Cal) Love Earth. #Freelancer O+ donor #NoAB5 I bring the receipts
Rideshare Rodeo Podca.. @RideshareRodeo
764 Followers 616 Following Rideshare Rodeo Podcast covering #Uber #Lyft #Doordash #Drivers #Gig economy weekly podcast~ news, interviews, & more~ Drops Tuesdays on ALL PodPlayer apps!
Anthony Melei @meleitech
481 Followers 2K Following Information Technology Professional supporting Public Health and Community Health Centers
Larry Casey @LLCaseyJr
267 Followers 133 Following
Mariah Lewis @MariahLewi40326
53 Followers 5K Following
Kevin Mayeux @KevinMayeux
1K Followers 640 Following CEO of the National Association of Insurance and Financial Advisors (NAIFA), FSP, and Life Happens. Dog dad, entrepreneur, and proud Florida Gator 🐊
Alisha Bannon @alisha_ban90282
37 Followers 5K Following
FusionIQ @FusionIQOne
178 Followers 474 Following Our cloud-native all-in-one wealth management platform makes it easy for banks, broker-dealers, credit unions, and RIAs to be digital wealth leaders.
Advisor360° @Advisor360
237 Followers 197 Following Leverage our SaaS WealthTech platform to increase productivity and revenue, streamline operations, and reduce costs and regulatory risk.
Independent Unity Tru.. @IUTruthtellers2
2K Followers 1K Following Believer In Truth | FMR RECOVERED Dem |John 8:32 | Host "Politics & Truth" #Rumble #Spaces | Michigander Tired of Living In DEM Control Tyranny | #DeSantis2028
John Estrella, CFP @John_Estrella_
182 Followers 546 Following Mortgage expert. Sometimes I go for a run. Almost famous for this quote: tequila sunrise. Hold the sunrise.
Leautheasl @leautheasl19498
5 Followers 1K Following
John Cox @JohnCoxCap
322 Followers 881 Following CEO & Founder of Cox Capital Partners (@coxcapitalptnrs) | Liquidity Provider | Rec. Poker Player | Tweets are not investment advice
Watts Capital Partner.. @WattsCapital
2K Followers 912 Following Official Watts Capital Group Twitter account. NYC-based wealth management firm. #PoweringPrivateWealth
Rich Eddy @richeddy
1K Followers 3K Following I rant, therefore I am. • #libertarian • Reasonably sure that #bitcoin is the future. Of what, I am not so sure.
Ozzie Delgado, Jr. Ch.. @OzzieDelgadoJr
8 Followers 41 Following Follower of Jesus. Husband. Girl Dad x 3. Financial Advisor. Outdoorsman. Cigar Snob. Living a Life of Purpose.
Mark A. Sterley, CFP�.. @MarkSterley
289 Followers 1K Following CERTIFIED FINANCIAL PLANNER™ professional by day, soccer player by night. I am currently working remotely in an RV. See https://t.co/zIUyOf4VOx for full disclosures.
PRCInvestors @prcinvestors
444 Followers 3K Following The PRC Investor Network was created for accredited investors and groups that want to build a great passive income stream through commercial investing.
Multiply @MultiplyAI
287 Followers 266 Following Download our latest white paper on #ChatGPT and #GenerativeAI Talks about: #PersonalFinance #AI #Tech #WealthTech #FinancialAdvice 🌐 https://t.co/6aAS0vSXgB
Michael Oconitrillo @moconitrillo
475 Followers 1K Following
Gibson Financial Plan.. @GibsonPlanning
33 Followers 221 Following
ZTAXetf @ZTAXetf
173 Followers 1K Following ZTAX is a Municipal Tax Free etf that focuses on Puerto Rico, USVI and Guam triple tax exempt credits seeking to maximize tax free yield
hfyb690hpxa|❤ Memec.. @cle88yfbn
91 Followers 866 Following
Rob Burgess @robaburg
917 Followers 1K Following 31-time award-winning journalist | Technology Reporter @wealth_mgmt
Regan @regannsolomon
164 Followers 125 Following
Milemarker @milemarkerco
298 Followers 274 Following Fueling growth for RIAs, Broker-Dealers, and Advisor Platforms. At Milemarker, we streamline operations, tech, data, and workflows to increase growth.
Brad Thompson, Plan Y.. @BradThompsonHLT
309 Followers 3K Following Over 30 years of experience. #Nationwide #Heritage Agent. Tweet/RT ≠ Advice #livingtrust #estateplanning Free Legacy Assessment https://t.co/G4dPLB5FtD
Rob Renetta Sr. @Renetta315Rob
188 Followers 2K Following Father of the best two little dudes! #FamilyOverEverything SNAP | bobr315 IG | RmrSr315
MNY Fraternity @MNY_Fraternity
168 Followers 368 Following The Professional Co-Ed Fraternity for the Personal Financial Planning Community. #MNYFraternity #MuNuUpsilon #MNY
Li Wanting @LiJenny231472
5 Followers 119 Following Business woman involved in investment, gold trade, and jewelry design
MichaelKitces @MichaelKitces
86K Followers 483 Following One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
Samantha Russell 👩.. @SamanthaTwenty
14K Followers 492 Following Speaker | Marketing @fmgsuite Investmentnews 40 under 40 | @wealth_mgmt 10 to Watch | former @twentyoverten CMO |Mom of 3 👉Tweet on Marketing + Finance + Tech
ThinkAdvisor @ThinkAdvisor
42K Followers 1K Following The destination for news, analysis, tools, and networking advisors need to stay informed and grow their businesses. ThinkAdvisor is an @ALMGlobal_ publication.
WealthManagement.com @wealth_mgmt
58K Followers 3K Following https://t.co/axJ523fsPZ is the digital resource of all things wealth management for financial advisors and estate planning professionals.
Aaron Klein @AaronKlein
20K Followers 418 Following Husband and Dad to your typical, average Korean-Ethiopian-American family. Co-Founder and Founding CEO at Nitrogen. Striving to live Isaiah 1:17. Love Idaho.
LPL Financial @LPL
25K Followers 2K Following We take care of our advisors, so they can take care of their clients. Follow @LPLResearch for market guidance. Member SIPC https://t.co/0fRATJzMtL
Daniel Crosby @danielcrosby
34K Followers 11K Following Shrink. Author. Into FinTech, behavioral finance, existentialism, inkblots, & tweed. Books - Laws of Wealth, Behavioral Investor Podcast - Standard Deviations
InvestmentNews @investmentnews
87K Followers 1K Following InvestmentNews is the leading source of news, analysis and information essential to the financial advisory community.
Diana Britton @Diana_Britton
7K Followers 3K Following Managing Editor, https://t.co/v0JKpu40MR Host of Transparency with Diana B., a podcast about advisors' personal struggles and healing
Ryan Shanks @ryanshanks
25K Followers 7K Following CEO of @FAMatch | Proud Father | Platform Tennis Addict | Tequila Connoisseur | GIF game is 🔥 | 🤘🏼 #Inspire #Empower #Lead #WealthManagement #Fintwit #HookEm
Financial Planning @finplan
80K Followers 1K Following News, analysis, insights and data for financial advisors
Max Schatzow @AdviserCounsel
6K Followers 1K Following Counsel to RIAs, BDs & fund managers on registration, compliance, and enforcement issues. Husband, dad x2, dogdad, beer, ball sports, bikes, fiat.
〽️Melissa Joy, CF.. @MelissaJoyCFP
3K Followers 2K Following Mom. Wife. Financial Planner. Founder of Pearl Planning. #NoGritNoPearl #GoBlue ⚽️🏉📚
Andy Martin @Dollarlogic
8K Followers 4K Following Markets and economic policy researcher. Some of my articles: https://t.co/oA3Drt0XzT ≠ investment advice DollarlogicCharts 📊 💗 #jazz 🇺🇲 ✡
Bill Winterberg, CFP�.. @BillWinterberg
24K Followers 11K Following Financial/wealth technology strategy. Content producer. Pinball player. Road trip connoisseur. Former homeschool dad @LeapFrog @HP @AdvicePay
Joel Bruckenstein @FinTechie
14K Followers 542 Following Financial Services Technology Journalist and Consultant
Cambridge Investment .. @CambridgeIBD
1K Followers 66 Following Supporting independent financial professionals and their investing clients since 1981.
Cetera Investment Man.. @ceteraIM
3K Followers 710 Following Cetera Investment Management LLC, owned by @CeteraFinancial, provides market perspectives, portfolio guidance & other investment advice to its affiliated firms.
Wayne Bloom @waynebloom
1K Followers 100 Following
Jay Coulter, CFP® & .. @sjaycoulter
31K Followers 13K Following Co-founder & Chief Investment Strategist at @OpalInvest_ | 🎙️ @finadvisorTV & @Resilientadvsr Posts≠Advice
Finseca @Finseca
2K Followers 583 Following Finseca represents the men and women of the financial security profession who dedicate themselves to delivering financial security to their clients every day.
Kevin Mayeux @KevinMayeux
1K Followers 640 Following CEO of the National Association of Insurance and Financial Advisors (NAIFA), FSP, and Life Happens. Dog dad, entrepreneur, and proud Florida Gator 🐊
Advisor360° @Advisor360
237 Followers 197 Following Leverage our SaaS WealthTech platform to increase productivity and revenue, streamline operations, and reduce costs and regulatory risk.
Mehlman Consulting @MehlmanConsult
697 Followers 250 Following A full-service, bipartisan government relations firm with expertise in a variety of areas including health care, energy, financial services, trade & technology.
FA Magazine @FAMagazine
195 Followers 105 Following Financial Advisor provides readers with sophisticated planning and investment strategies to help them better manage their affluent clients. https://t.co/1DqoX6FRQq
Snappy Kraken @SnappyKraken
5K Followers 3K Following A complete digital marketing system for financial advisors who care about meaningful connections.
Smarsh @SmarshInc
6K Followers 3K Following Smarsh is the recognized global leader in electronic communications archiving solutions for regulated organizations.
Stifel Independent Ad.. @StifelSIA
1 Followers 0 Following
Wipfli @Wipfli_LLP
5K Followers 990 Following Wipfli is an advisory firm that delivers holistic solutions to help clients navigate the modern marketplace, optimize performance and drive growth.
WHD_DOL @WHD_DOL
5K Followers 105 Following A @USDOL agency, the Wage and Hour Division promotes and achieves compliance with labor standards, to protect and enhance the welfare of the nation’s workforce.
U.S. Department of La.. @USDOL
516K Followers 304 Following The U.S. Department of Labor serves America's workers, job seekers and retirees. Find our official agency accounts: https://t.co/2bkt8ks9tX
Kim Kavin @thekimkavin
2K Followers 444 Following Happy, busy freelance writer and editor since 2003. Co-founder of grassroots, nonpartisan group #FightForFreelancers. Sick to death of #FreelanceBusting
Daniel Shaw @FinancialDan2
531 Followers 831 Following Reporter at Financial Planning. Covering how regulations, policy and politics affect planners and their clients.
Chris Latham @EchrisL
1K Followers 1K Following
Advisor Websites - A .. @advisorwebsites
9K Followers 9K Following Amaze visitors online and skyrocket conversions with personalized websites and targeted digital marketing solutions for financial advisors
InvestorCOM @InvestorCOMInc
331 Followers 820 Following Innovative regulatory software solutions for wealth management that eliminate compliance risk and foster better financial decisions.
Advisorpedia @advisorpedia
17K Followers 13K Following The best place for financial advisors to grow their minds and businesses. #poweryouradvice #advisorpedia
Hearsay Systems @HearsaySystems
8K Followers 2K Following Empowering advisors and agents to capture the last mile of digital communications.
INROADS, Inc. @INROADS
3K Followers 457 Following Creating pathways to careers for diverse high school and college students across the country.
RSSA @RSSAnews
328 Followers 1K Following National Association of Registered Social Security Analysts Your Trusted Social Security Partner
Twenty Over Ten 💻 @twentyoverten
3K Followers 2K Following A #digitalmarketing platform for the modern advisor. Driving, capturing & converting more leads through dynamic #webdesign + #SEO + #contentmarketing
Tim Scott @SenatorTimScott
773K Followers 4K Following Just a South Carolinian living his mama’s American Dream. Ranking Member of @BankingGOP
AdvisorStream - Digit.. @AdvisorStream
2K Followers 1K Following Advisor marketing made easy - featuring content legally licensed from @DowJones, @WSJ, @NYTimes, @Forbes, and more!
Leader McConnell @LeaderMcConnell
2.2M Followers 111 Following U.S. Senate Republican Leader Mitch McConnell Follow @McConnellPress & @SRCC
Inland Group @InlandGroup
6K Followers 828 Following The Inland Real Estate Group of Companies, Inc. is one of the nation’s largest commercial real estate and financial groups.
iPipeline @iPipeline
2K Followers 722 Following End-to-end solutions that drive your business forward
Orion Advisor Solutio.. @Orion_OAS
436 Followers 140 Following Best-in-class advisor technology & investment solutions to help fiduciary-minded advisors realize their unique vision for success.
Gary Gensler @GaryGensler
439K Followers 25 Following Father of 3 | 🏃 ⛰️🥾 | 33rd Chair @SECGov | Committed to investor protection, fair markets & capital formation. Disclaimer: https://t.co/lRBNFOA353
FundKeeper @FundKeeper
27 Followers 69 Following A no fee mutual fund trading solution; official account. #fintech
FS-ISAC @FSISAC
6K Followers 882 Following The only global cyber intelligence sharing community solely focused on financial services.
Carolyn Armitage CFP�.. @Values_Matter_
1K Followers 5K Following Serial builder of RIAs; Lifelong learner #wealthmanagement
President Biden @POTUS
34.8M Followers 5 Following 46th President of the United States, husband to @FLOTUS, proud dad & pop. Tweets may be archived: https://t.co/HDhBZBkKpU Text me: (302) 404-0880
FiscalNote @FiscalNote
6K Followers 2K Following Critical policy and global intelligence for a rapidly evolving world.
U.S. House Committee .. @FSCDems
30K Followers 737 Following U.S. House Committee on Financial Services - Ranking Member: @RepMaxineWaters | Facebook: https://t.co/0Nx9ypUJ8V | YouTube: https://t.co/REOcViGZ5w
U.S. Senate Banking C.. @BankingGOP
9K Followers 355 Following Official account for Republican staff of the U.S. Senate Committee on Banking, Housing, and Urban Affairs, led by Ranking Member @SenatorTimScott.
Senate Finance Commit.. @SenFinance
19K Followers 544 Following News and information from the press office of Senate Finance Committee Ranking Member @MikeCrapo of Idaho
Senate Finance Cmte @SenateFinance
19K Followers 826 Following News and information from Finance Committee Democrats and Chairman @RonWyden (D-Oregon).
U.S. Chamber @USChamber
162K Followers 5K Following The world’s largest business organization. We advocate, connect, inform, and fight for business growth and America’s success.
POLITICO @politico
4.6M Followers 1K Following Politics. Policy. Power. Congress nerds 👉 @politicongress Longreads and opinions 👉 @politicomag Got a news tip? 👉 https://t.co/JBzpu58Gx6
Senate Banking and Ho.. @SenateBanking
28K Followers 438 Following Senate Banking, Housing, & Urban Affairs Committee Majority. Chairman @SenSherrodBrown.
The Hill @thehill
4.4M Followers 345 Following The Hill is the premier source for policy and political news. Follow for tweets on what's happening in Washington, breaking news and retweets of our reporters.
The White House @WhiteHouse
8.8M Followers 6 Following Welcome to the Biden-Harris White House! Tweets may be archived: https://t.co/UbZQo0sWVf
Hester Peirce @HesterPeirce
101K Followers 948 Following SEC Commissioner since 1/2018. My tweets may not reflect the views of the SEC or any other SEC Commissioner. No direct messages, but [email protected]
Dave Michaels @davidamichaels
6K Followers 2K Following Crypto law, securities, antitrust & white-collar crime for @WSJ. [email protected]. @MSB_MBA, @georgetownsfs alum. DM for Signal.
Allison Herren Lee @SECHerrenLee
3K Followers 432 Following Adjunct Prof. NYU Law; Senior Research Fellow Inst. for Corp. Gov & Finance; Former Acting Chair/Commissioner U.S. Securities & Exchange Commission
FSI Could Ramp Up Another Suit Against DOL Fiduciary Rule — The trade group's president said its appeals to the Department of Labor have fallen on deaf ears. @FAMagazine @FSIwashington @USDOL fa-mag.com/news/fsi-could…
Critics of @USDOL #fiduciary proposal work to generate Democratic opposition investmentnews.com/regulation-and… @NAIFA @SIFMA @FSIwashington @MicahHauptman @Finseca @repdavidscott @BradSherman
.@FSIwashington presses @SECGov to end ‘regulation by enforcement’ investmentnews.com/regulation-and… via @investmentnews
President and CEO of @FSIwashington @FSIDaleBrown said The Institute will be back in court to fight the @USDOL’s revised fiduciary rule unless the government regulator withdraws it or "substantially" improves it. spr.ly/6017pkcOR #onevoice2024 #WealthManagement
Connect with our #FMG attorneys at this week's FSI 1 Voice Conference in Orlando, FL, January 29-31! #FMGlaw #FSI #FinancialServicesInstitute #OneVoice2024
We’re at @FSIwashington’s 2024 OneVoice Conference in Orlando🚀📈 YCharts CEO @Sean_YCharts & CRO John Vander Vennet are excited to kick off the new year by connecting with industry peers and charting new horizons! #OneVoice2024 #ProudSponsor
I am thrilled to be attending @FSIwashington's 2024 OneVoice Conference alongside our very own CRO, John Vander Vennet! Connect with us and discover what’s on the horizon for YCharts🚀 #OneVoice2024
Frieda Lewis, our Chief Commercial Diversity Officer, shares how our mission and @FSIwashington's purpose come together to create a unique and impactful relationship. broadridge.com/resource/wealt… #OneVoice2024 #FSIOneVoice
Jonathan Klein, our Global Head of Client Security Relationship Management, dives into how firms can extend cyber security awareness into associates personal lives. #OneVoice2024 #FSIOneVoice
Kicking off @FSIwashington OneVoice and looking forward to a great day of panel discussions. #FSIOneVoice
We're excited to be a sponsor of the 20th anniversary FSI #OneVoice2024 conference in sunny Orlando!
#OneVoice2024 #FAMagazine Excited to return after a long hiatus for the FSI One Voice conference in FL this week. Look forward to seeing colleagues and meeting new business connections
Vestmark is headed to the sunshine state to attend the Financial Services Institute (FSI)'s 2024 OneVoice Conference. Ananya B., Eric Wilcher, Robert Battista, and Stefan Thielen look forward to seeing you all next week! #OneVoice2024
#OneVoice2024 is here! Join SIGNiX CEO, Jay Jumper, in a discussion about your business objectives! Click the link here to schedule a time: hubs.ly/Q02hVJKc0
😊 Looking forward to meeting and networking with other independent financial services executives at #OneVoice2024! 📢 Stop by booth #2 to learn about the latest updates in financial planning. #enterprise #financialplanning #fintech #eMoneyAdvisor
Looking forward to sharing the @Abacus_Life story over the next couple of days @FSIwashington #onevoice2024, always a terrific meeting with outstanding content.
We are ready for FSI #OneVoice2024! If you're attending, make sure that you stop by Booth 17 tomorrow, where you can catch us to discuss industry-shaping insights and more. Hope to see you there!
We are in Orlando at @FSIwashington’s #OneVoice2024 conference! Stop by booth #12 and say hello to @jeff_schwantz, @Sfahanian, Chris Ollendike, and David O'Brien. Learn more about the event here: events.financialservices.org #FinTech #WealthManagement
FSI Files Legal Challenge to Overturn DOL's Independent Contractor Rule. The trade group claims the rule will force independent reps to become employees or RIAs. @USDOL @FSIwashington @FAMagazine fa-mag.com/news/fsi-renew…
Trends for United States
You might like
