FSI Events

Engage with your peers, hear from industry leaders & more at FSI Forum

FSI Forum is an issue-focused event that includes both advisor-focused and firm executive-focused sessions. This year’s theme is Thriving in a Post-DOL Fiduciary World.

At FSI Forum you will network and engage with your peers from across the independent financial services industry in thoughtful discussions about the future landscape of the financial advice industry and what to expect from lawmakers, regulators and others. Sessions will cover a variety of topics that will help provide ideas to help you grow your business while also serving your clients better than ever before.