Blog

INFOGRAPHIC: Why Should I Care About Financial Literacy Month?

Financial literacy is one of the highest priorities for FSR and its member companies. A broad understanding of financial concepts is crucial to maintaining financial stability and expanding opportunity. April is Financial Literacy Month and FSR is working on several exciting financial literacy initiatives. Tomorrow,

The Rules of the Road for Retirement are Changing, but for the Better?

This month the U.S. Department of Labor released its controversial “fiduciary rule” which impacts the sale of retirement income products, such as an Individual Retirement Account (IRA), and is intended to ensure the product purchased is in the customer’s best interest. The rule is 1,023 pages and will dramatically reshape the delivery of...

Filing Taxes Online? Protect Yourself From Tax Scammers and Identity Theft

With the tax filing deadline less than a week away, millions of Americans are scrambling to file their taxes online. But in a rush to meet this year’s deadline, you may be an increasingly vulnerable target for tax scammers looking to steal your identity. As the financial services industry continues to innovate and become more technologically...

FinTech Innovation: Financial Services and the Future

Financial technology (FinTech) startups from Silicon Valley and across the United States are revolutionizing the financial services industry and introducing innovative technologies to the benefit of consumers. While some view these innovators as disrupters, FSR also views them as potential partners. Working collaboratively with technology...

London Calling

Following the August 24, 2015 flash crash, I wrote about the need for investors to have access to financial help in times of turmoil. My blog post, The Markets, DoL, Drumpf, and What we can Learn from the UK highlighted an effort in England to examine regulatory changes that have resulted in a reported “advice gap” following the UK banning...