FSR advocates on behalf of members that provide investment products and services to individual and institutional investors, businesses, not-for-profit organizations, and governments (federal, state, and local); manage investments for themselves or their clients; provide financial, investment, or advisory services; and underwrite, deal-in, or make markets in capital markets financial instruments.
Current Investment Management Priorities:
- Fiduciary Duties and Standards of Care
- Systemic Risk Review of Asset Management
- Retirement Planning and Saving
- Regulating Municipal Securities Disclosures
- Investment Funds Regulation
- Retail Securities Issues
- U.S. Securities Market Structure, Resiliency and Oversight
June 2, 2015
FSR and Francis Creighton, FSR’s VP of Government Affairs, participated in Deloitte Financial Services’ Retirement Solutions Twitter chat on June 1. Creighton was asked to serve as a speaker for the twitter chat, along with Sean Cunniff, Investment Management research leader at the Deloitte Center for Financial Services, Sam Friedman, Insurance research leader at the Deloitte Center for Financial Services, as well as Val Srinivas, Banking & Securities research leader at the Deloitte Center for Financial Services.
May 27, 2015
FSR announced today the addition and promotion of new government affairs staff and leadership dedicated to investment management, banking and fraud reduction in the financial sector.
May 20, 2015
A U.S. Senate bill to ease rules for some banks has drawn fire as a giveaway to Wall Street, even on the presidential campaign trail. But to this giveaway, the biggest U.S. banks are saying, “No, thanks.”
May 19, 2015
Unless you’ve been living under a rock, you’ve no doubt heard the news that Tom Brady, the quarterback of the […]
May 15, 2015
FSR thanked the Department of Labor (DoL) for granting a short extension for providing comments on its rule regarding fiduciary duty, following multiple extension requests from members of Congress, the financial services industry and others. However, while the 15-day extension period is appreciated, FSR urges the DoL to further consider granting a full extension to its comment period that would simply move the comment letter deadline from July 4th to the middle of August.
May 5, 2015
The Financial Services Roundtable announced a drive Monday called “Save 10” to prod employers to get workers to save at least 10 percent of their pay through 401(k) auto-enrollment, auto-escalation and increased employer pension contributions.
May 5, 2015
In a campaign to urge more employers to offer 401(k) retirement plans or beef up existing plans, the Financial Services Roundtable is inviting employers to become a Save 10 employer. “It’s kind of like the Good Housekeeping seal of approval,” says former Minnesota governor Tim Pawlenty who heads up the lobbying group.
May 4, 2015
With more than half of Americans not saving enough for retirement, the Financial Services Roundtable (FSR) announced a new national initiative today, “Save 10”, which is a business to business, peer to peer effort to encourage responsible employers to help their employees better prepare for a secure retirement by enabling them to save 10% of their income.
May 4, 2015
Tim Pawlenty: How much to save for retirement is one of the most important financial decisions in a person’s life. Yet, more than half of Americans aren’t saving enough, or even at all, for retirement.
April 29, 2015
FSR continues to urge the Department of Labor to give Americans a reasonable amount of time to review and comment on the Department’s proposed fiduciary rule, a nearly 1,000 page document containing many complicated legal changes that could negatively impact low and moderate income Americans’ choices for financial advice.