SAN DIEGO - Using its muscle to influence the debate as federal officials gear up to establish tighter regulations on the advisory world is the Financial Services Institute’s top priority this year, organization executives said Tuesday at the group’s annual conference.
The institute, whose membership has ballooned to 35,000 advisors, is focused on how to “mobilize our members to be engaged in our advocacy mission,” FSI President Dale Brown said. With the debate over whether to establish a fiduciary standard for advisors expected to be revived this spring, “Our members need to use their voice collectively, together,” Brown said.
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