Dale Brown: Architect of FSI—The 2015 IA 35 for 35
In a short 11 years, the Dale Brown-led FSI has grown in membership and budget while staying focused on IBD advocacy.
The 2015 IA 35 for 35 Calendar
Throughout May, we’ll publish extended versions of the interviews and profiles that appeared in the May issue of Investment Advisor. We'll update this calendar with links to each article as they are published.
The 2015 IA 35 for 35
These advisor advocates, investors, politicians and thought leaders have stood out over the past 35 years and will influence financial services for decades to come.
529 College Plan Bill to Be Debated in Senate Committee
The bill is intended to "modernize" 529 plans and would designate computers as a qualified expense, among other provisions.
Wells' FiNet Indie Advisors Join FSI
Wells Fargo Advisors Financial Network (FiNet) has gifted complimentary FSI memberships to its 1,250 independent financial advisors.
DOL Releases Fiduciary Plan
The DOL's long-anticipated, controversial redraft of its rule to redefine fiduciary for retirement plans is now out for public comment.
Obama Endorses DOL Fiduciary Redraft, Girds for Fight
“If you want to give financial advice, you have to put your clients’ interest first,” Obama said Monday, blasting “backdoor payments” and high fees.
House Passes Bill to Make Some Small-Biz Tax Breaks Permanent
Legislation would allow small businesses to deduct up to $500,000 in office equipment.
FSI Boosts Lobbying on Federal, State Levels
With 10 staffers working the federal and state beats—and three more to be hired this year—the FSI is flexing its advocacy muscles.
FSI Chair Blasts White House Fiduciary Memo as ‘Offensive’
FSI Chairman and Cetera President Antoniades says the memo's "ignorance" is "frankly offensive"; FSI also says it’s fighting FINRA's CARDS plan.