Advisor Intelligence

FSI Launches New Social Networks

FSI is getting into the social networking business, rolling out new social tools for executives of broker/dealers and advisors on Tuesday.

With the new social network, FSI Social, members can build profiles and participate in online forums.  “FSI Social will provide a secure virtual environment for our members to collaborate, share best practices and continue to improve compliance throughout the industry,” says FSI’s president & CEO Dale Brown.

The advisor social network, separate from the one for executives, is equipped with firewalls, so recruiters and others will not be able to access and advertise, keeping it a “safe haven” for advisors looking to connect and seek advice, says FSI’s spokesman Chris Paulitz. Additionally, advisors will be able to work on live, virtual documents and

The industry group also rolled out a new website, as well as new infographics and videos for their members. “And our new tools – which most advisors could never afford to develop on their own – will help them grow their businesses,” Brown says. The new materials available to advisors have been reviewed by FINRA and are client-ready, Paulitz says.

FSI is also cooking up new app, which will allow users to access the organization’s news feed, information and client handouts. The app will encompass FSI conference tools as well, rather than attendees having to download separate apps in the future. Advisors who download the app—which will be available in about a month—will get push texts with links where they can send letters to state and national representatives on key advocacy side. 

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Diana Britton

Diana Britton is the Managing Editor of WealthManagement.com and REP. Magazine, covering asset management and independent broker/dealers from all angles. A native of Los Angeles, she now lives in...

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Megan Leonhardt is the associate editor at WealthManagement.com, covering all of the wirehouse news, as well as regulatory affairs. A business journalist with a background in the legal industry,...
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