Tags » FSI

And then there was one

As this post’s title alludes to, I am now in one-on-one German training.  I came in with some German from living in Germany as an exchange student back in the day, so have had about 1/3 of the normal course and am on a different timeline than the folks who started from scratch.   409 more words

Washington DC

IT Financial Transparency to Advance the Enterprise

As the global financial landscape continues to evolve…the CIO must adapt at an equally rapid pace in order to deliver results in a low yielding environment. 363 more words

Dale Brown: Architect of FSI—The 2015 IA 35 for 35

Eleven; 27, 100+; 37,000, $8.5 million. While it can be misleading to use numbers to gauge the importance and reach of an organization, these numbers from the Financial Services Institute tell a good tale: 11 years of operation—emanating from the Financial Planning Association; 27 professional staff members in the group; more than 100 independent broker-dealer member firms; 37,000 individual advisor members in FSI; and a 2015 budget of $8.5 million that includes allocations to hire three new advocacy staffers, bringing the total number to 13. 27 more words



There’s been a lot of foreshadowing lately of a very prevalent, persistent part of Foreign Service life that I know I’ll face routinely from now till I part ways with State: goodbyes. 633 more words

Foreign Service Life

FSI Announces New Board Member

The Financial Services Institute (FSI) today announced the election of John Rooney, Managing Principal of Commonwealth Financial Network, as the newest member of its Board of Directors. 123 more words


Book your Free place for Small Charity FSI fundraising training : 30th September

Free Training for Small Charities: 30th September

The Foundation for Social Improvement  is bringing a free training event to Huntingdon in Cambridgeshire so that small charities in the area can build the skills they need to become self sustaining. 246 more words

Chelmsford CVS

The 2015 Investment Advisor 35 for 35

FSI’s Dale Brown has been named as one of Investment Advisor’s top 35 most influential people in the industry over the past 35 years. The magazine notes his ability to unite independent advisors, thanks to FSI’s “laser-like focus on advocacy.”

Read more from ThinkAdvisor here.