ORLANDO, Fla. – Amid record attendance and formidable growth in its membership ranks, the leaders of the Financial Services Institute insisted that ensuring the organization’s potency as lawmakers define a fiduciary standard for the industry is chief among their strategies and challenges for the coming year.
“We’re marshalling the resources that we have, that our friends and competitors in those other business models don’t have,” said Dale Brown, CEO of FSI, who opened FSI's annual OneVoice broker-dealer conference in Orlando, Fla. earier this week. “Wall Street – their trade organizations have almost a hundred years of experience and tons of money – but they can’t mobilize thousands of advisors. We can do that,” he added.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access