Independent wealth managers and financial advisors have many important political issues and business challenges to keep tabs on in 2022.
That was the key takeaway at last week’s annual OneVoice conference held by the Financial Services Institute, a trade and advocacy group representing 90 independent wealth managers and more than 30,000 financial advisors. During the conference, FSI launched a new program aimed at increasing opportunities for historically excluded groups in wealth management. The organization also raised alarms about the current regulatory uncertainty in the industry and warned against overreach by SEC Chair Gary Gensler’s team in how it enforces the rules.
For a roundup of some of the most interesting insights and views from eight FSI board members and executives during last week’s event, scroll down our slideshow.