Tags » FSI

us talk pretty one day

“Learning French is a lot like joining a gang in that it involves a long and intensive period of hazing.” The words belong to David Sedaris, but one can hear similar sentiments echoed along FSI’s corridors by our fellow students. 687 more words


fast-paced adjustments

While our home leave travels play out across the pages of our blog, life has continued apace. We moved to the Washington, D.C. area at the beginning of this month, and we’re now in the third week of language training at the Foreign Service Institute. 630 more words


Financial Advisor Summit 2015 Recap

Earlier this month, FSI held our annual Financial Advisor Summit in Washington, D.C. In just its third year of existence, the Summit has evolved into one of the industry’s most unique and compelling events. 205 more words

Independent Financial Advisors

House Lawmakers Plan Bipartisan Bill to Preempt DOL Fiduciary Rule

House Democrats and Republications are teaming up to draft legislation that would create an alternative “best interest standard” for advisors to operate under when working with retirement accounts. 47 more words


Advisers missing major wrinkle in DOL's fiduciary rule

Proposal would force RIAs to comply with both the SEC standard and Labor Department’s rule, FSI says

Guest blog post by Dale Brown

Since the Labor Department reproposed its draft rule to expand the definition of fiduciary – and its oversight of Americans’ retirement accounts – earlier this year, one key misconception has kept some segments of our industry from fully engaging on this issue. 36 more words

Independent Financial Advisors

Building Redevelopment Referencer

Dear Friends,

I am happy to inform you that as informed earlier, I have written book on Redevelopment titled ‘Building Redevelopment Referencer.’ This is my 40th E- book. 62 more words

Spandane Book Reviews

Special Preview: 2015 Financial Advisor Summit

As you know, what happens in Washington directly impacts your business and this one-of-a-kind conference will give you a jump start on your competition by learning the latest issues coming out of D.C. 247 more words

Independent Financial Advisors