Financial Services Industry Organizations

ADVANTAGE GROUP ASSOCIATES, INC.

5148 East University Avenue
Pleasant Hill  Iowa  50327
United States
Phone: 855-275-9465

Description: A third-party market research firm that tracks indexed annuity and indexed life products, carriers and sales.

AMERICAN BANKERS ASSOCIATION

1120 Connecticut Avenue NW
Washington  District Of Columbia  20036
United States
Phone: 800-BANKERS

Description: Represents banks of all sizes on issues of national importance for financial institutions and their customers. Brings together all categories of banking institutions, including community, regional and money center banks and holding companies, as well as savings associations, trust companies and savings banks.

AMERICAN BANKERS INSURANCE ASSOCIATION

1120 Connecticut Avenue, NW
Washington  District Of Columbia  20036
United States
Phone: 202-663-5172

Description: A separately chartered affiliate of the American Bankers Association. A full service association for bank insurance interests dedicated to furthering the policy and business objectives of banks in insurance.

AMERICAN FINANCIAL SERVICES ASSOCIATION

919 18th St., NW, Suite 300
Washington  District Of Columbia  20006
United States
Phone: 202-296-5544

Description: The national trade association for market funded providers of financial services to consumers and small businesses.

ASSOCIATION OF FINANCIAL GUARANTY INSURERS

Mackin & Company,139 Lancaster Street
Albany  New York  12210
United States
Phone: 518-449-4698

Description: Trade association of the insurers and reinsurers of municipal bonds and asset-backed securities.

BANK ADMINISTRATION INSTITUTE

115 S. LaSalle Street, Suite 3300
Chicago  Illinois  60603-3801
United States
Phone: 800-224-9889

Description: A professional organization devoted exclusively to improving the performance of financial services companies through strategic research and information, education and training.

BANK FOR INTERNATIONAL SETTLEMENTS

CH-4002, Basel, Centralbahnplatz 2
  Basel
Switzerland
Phone: 41-61-280-8080

Description: An international organization which fosters cooperation among central banks and other agencies in pursuit of monetary and financial stability.

BANK INSURANCE & SECURITIES ASSOCIATION

2025 M Street, NW, Suite 800
Washington  District Of Columbia  20036
United States
Phone: 202-367-1111

Description: Fosters the full integration of securities and insurance businesses with depository institutions’ traditional banking businesses. Participants include executives from the securities, insurance, investment advisory, trust, private banking, retail, capital markets and commercial divisions of depository institutions.

BANK INSURANCE MARKET RESEARCH GROUP

154 East Boston Post Road
Mamaroneck  New York  10543
United States
Phone: 914-381-7475

Description: Provides market research and investment sales data to the bank and insurance industries based on surveys of depository and insurance entities augmented by analysis of government data.

BISRA - BANK INSURANCE & SECURITIES RESEARCH ASSOCIATES

300 Day Hill Road
Windsor  Connecticut  06095-4761
United States
Phone: 860-298-3935

Description: Consultant focusing on the financial services marketplace. Conducts studies of sales penetration, profitability, compensation and compliance. (formerly Kehrer-LIMRA).

CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.

1425 K Street NW, Suite 800
Washington  District Of Columbia  20005
United States
Phone: 202-379-2200

Description: Group whose mission is to create awareness of the importance of financial planning and the value of the financial planning process and to help underserved populations have access to competent and ethical financial planning.

COLLEGE SAVINGS PLANS NETWORK

P.O. Box 11910
Lexington  Kentucky  40578-1910
United States
Phone: 859-244-8175

Description: The College Savings Plans Network is an affiliate to the National Association of State Treasurers. It is intended to make higher education more attainable. The Network serves as a clearinghouse for information on existing college savings programs.

COMMERCIAL FINANCE ASSOCIATION

370 7th Ave., Suite 1801
New York  New York  10001
United States
Phone: 212-792-9390

Description: The trade group of the asset-based financial services industry, with members throughout the U.S., Canada and around the world.

COMMODITY FUTURES TRADING COMMISSION

Three Lafayette Centre, 1155 21st Street NW
Washington  District Of Columbia  20581
United States
Phone: 202-418-5000

Description: Independent agency created by Congress to protect market participants against manipulation, abusive trade practices and fraud.

CONFERENCE OF STATE BANK SUPERVISORS

1129 20th Street, N.W., 9th Floor
Washington  District Of Columbia  20036
United States
Phone: 202-296-2840

Description: National organization that advocates on behalf of the nation’s state banking system.

CONSUMER BANKERS ASSOCIATION

1225 Eye St., NW, Suite 550
Washington  District Of Columbia  20005
United States

Description: This group represents retail banking issues in the nation's capital.

DMA FINANCIAL SERVICES COUNCIL

1120 Avenue of the Americas
New York  New York  10036-6700
United States
Phone: 212-768-7277

Description: Integrates the direct marketing concept with mainstream insurance and financial services marketing to create a strategic business synergism, a division of the Direct Marketing Association.

EASTBRIDGE CONSULTING GROUP, INC.

50 Avon Meadow Lane
Avon  Connecticut  06001
United States
Phone: 860-676-9633

Description: Provides consulting, marketing, training and research services to financial services firms, including those involved in worksite marketing and the distribution of individual and employee benefits products.

EMPLOYEE BENEFIT RESEARCH INSTITUTE

1100 13th Street NW, Suite 878
Washington  District Of Columbia  20005-4051
United States
Phone: 202-659-0670

Description: The Institute's mission is to advance the public's, the media's and policymakers' knowledge and understanding of employee benefits and their importance to the U.S. economy.

FEDERAL DEPOSIT INSURANCE CORPORATION (FDIC)

550 17th Street NW
Washington  District Of Columbia  20429-9990
United States
Phone: 877-275-3342

Description: The FDIC’s mission is to maintain the stability of and public confidence in the nation’s financial system. The FDIC has insured deposits and promoted safe and sound banking practices since 1933.

FEDERAL FINANCIAL INSTITUTIONS EXAMINATION COUNCIL

3501 Fairfax Drive
Arlington  Virginia  22201-2305
United States
Phone: 703-516-5588

Description: A formal interagency body empowered to prescribe uniform principles, standards, and report forms for the federal examination of financial institutions by the Board of Governors of the Federal Reserve System.

FEDERAL RESERVE

20th Street and Constitution Avenue NW
Washington  District Of Columbia  20551
United States
Phone: 202-452-3000

Description: Central bank of the United States was founded by Congress in 1913 to provide the nation with a safer, more flexible and more stable monetary and financial system.

FINANCIAL INDUSTRY REGULATORY AUTHORITY (FINRA)

1735 K St., NW
Washington  District Of Columbia  20006
United States
Phone: 301-590-6500

Description: Largest non-governmental regulator for all securities firms doing business in the United States. Created in July 2007 through the consolidation of NASD and the member regulation, enforcement and arbitration functions of the New York Stock Exchange.

FINANCIAL SERVICES FORUM

601 13th Street NW, Suite 750 South
Washington  District Of Columbia  20005
United States
Phone: 202-457-8765

Description: An organization of chief executive officers of major U.S. financial services firms dedicated to the execution and coordination of activities designed to promote the development of an open and competitive financial services industry.

FUTURES INDUSTRY ASSOCIATION

2001 Pennsylvania Avenue NW, Suite 600
Washington  District Of Columbia  20006
United States
Phone: 202-466-5460

Description: Association representative of all organizations that have an interest in the futures market.

GLOBAL ASSOCIATION OF RISK PROFESSIONALS

111 Town Square Place, 14th Floor
Jersey City  New Jersey  07310
United States
Phone: 201-719-7210

Description: International group whose aim is to encourage and enhance communications between risk professionals, practitioners and regulators worldwide.

INSURED RETIREMENT INSTITUTE

1101 New York Avenue, NW Suite 825
Washington  District Of Columbia  20005
United States
Phone: 202-469-3000

Description: Source of knowledge pertaining to annuities, insured retirement products and retirement planning; provides educational and informational resources. Formerly the National Association for Variable Annuities (NAVA).

INTERNATIONAL FINANCIAL RISK INSTITUTE

C/O FIDUCIAIRE AMEDIA SA
Boulevard Georges- Favon 43
  1204 Geneva
Switzerland

Description: Nonprofit foundation created with the objective of promoting global understanding of commodity trading as well as financial futures and options.

INTERNATIONAL SWAPS AND DERIVATIVES ASSOCIATION

360 Madison Avenue, 16th Floor
New York  New York  10017
United States
Phone: 212-901-6000

Description: The association’s primary purpose is to encourage the prudent and efficient development of the privately negotiated derivatives business.

INVESTMENT COMPANY INSTITUTE

1401 H Street NW
Suite 1200
Washington  District Of Columbia  20005
United States
Phone: 202-326-5800

Description: The national association of the American investment company industry.

MICHAEL WHITE ASSOCIATES

823 King of Prussia Road
Radnor  Pennsylvania  19087
United States
Phone: 610-254-0440

Description: Consulting firm that helps clients plan, develop and implement bank insurance sales programs. Conducts research on and benchmarks performance of bank insurance and investment fee income activities.

MONEY MANAGEMENT INSTITUTE

1737 H St., NW, 5th Floor
Washington DC  District Of Columbia  20006
United States
Phone: 202-822-4949

Description: National organization for the managed account solutions industry, represents portfolio manager firms and sponsors.

MORNINGSTAR ANNUITY RESEARCH CENTER

22 West Washington Street
Chicago  Illinois  60602
United States
Phone: 312-696-6000

Description: Software technology and research data firm that helps annuity manufacturers, distributors, and financial advisors implement new technology and business practices in the sale and servicing of annuities.

MORTGAGE BANKERS ASSOCIATION OF AMERICA

1919 M Street NW, 5th Floor
Washington  District Of Columbia  20036
United States
Phone: 202-557-2700

Description: Represents the real estate finance industry.

MORTGAGE INSURANCE COMPANIES OF AMERICA (MICA)

1101 17th Street NW, Suite 700
Washington  District Of Columbia  20036
United States
Phone: 202-280-1820

Description: Represents the private mortgage insurance industry. MICA provides information on related legislative and regulatory issues, and strives to enhance understanding of the role private mortgage insurance plays in housing Americans.

MUSEUM OF AMERICAN FINANCE

48 Wall Street
New York  New York  10005
United States
Phone: 212-908-4110

Description: An affiliate of the Smithsonian Institution, the museum is the nation’s only independent public museum dedicated to celebrating the spirit of entrepreneurship and the democratic free market tradition.

NATIONAL ASSOCIATION FOR FIXED ANNUITIES

1155 F Street NW, Suite 1050
Washington  District Of Columbia  20004
United States
Phone: 414-332-9306

Description: Promotes the growth, acceptance and understanding of annuity and life products; provides educational and informational resources.

NATIONAL ASSOCIATION OF FEDERAL CREDIT UNIONS

3138 10th Street North
Arlington  Virginia  22201-2149
United States
Phone: 800-336-4644

Description: Trade association that exclusively represents the interests of federal credit unions before the federal government and the public.

NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS

2901 Telestar Court
Falls Church  Virginia  22042-1205
United States
Phone: 877-866-2432; 703-770-8100
Facebook URL:

Description: Professional association representing health and life insurance agents.

NATIONAL ASSOCIATION OF MORTGAGE BROKERS

2701 West 15th Street, Suite 536
Plano  Texas  75075
United States
Phone: 972-758-1151

Description: National trade association representing the mortgage broker industry; promotes the industry through programs and services such as education, professional certification and government affairs representation.

NATIONAL ASSOCIATION OF PROFESSIONAL INSURANCE AGENTS

400 North Washington Street
Alexandria  Virginia  22314-2353
United States
Phone: 703-836-9340
Facebook URL:

Description: Trade association of independent insurance agents. Operations: Lobbying, Education, Communications, Business Building Tools and Insurance Products

NATIONAL CREDIT UNION ADMINISTRATION

1775 Duke Street
Alexandria  Virginia  22314-3428
United States
Phone: 703-518-6300

Description: An independent agency in the executive branch of the federal government responsible for chartering, insuring, supervising and examining federal credit unions.

NATIONAL FUTURES ASSOCIATION

300 South Riverside Plaza, #1800
Chicago  Illinois  60606-6615
United States
Phone: 312-781-1300

Description: Industrywide self-regulatory organization for the commodity futures industry.

NATIONAL REVERSE MORTGAGE LENDERS ASSOCIATION

1400 16th Street NW, Suite 420
Washington  District Of Columbia  20036
United States
Phone: 202-939-1760

Description: The group educates consumers about the opportunity to utilize reverse mortgages and trains lenders to be sensitive to the needs of older Americans.

OFFICE OF THE COMPTROLLER OF THE CURRENCY

400 7th St. SW, Suite 3E-218
Washington  District Of Columbia  20219
United States
Phone: 202-649-6800

Description: The primary regulator of all federal and many state-chartered thrift institutions, which include savings banks and savings and loan associations.

OPTIONS INDUSTRY COUNCIL

One North Wacker Drive, Suite 500
Chicago  Illinois  60606
United States
Phone: 800-678-4667

Description: Nonprofit association created to educate the investing public and brokers about the benefits and risks of exchange-traded options.

PENSION RESEARCH COUNCIL

The Wharton School of the University of Pennsylvania, 3620 Locust Walk, 3000 Steinberg Hall - Dietrich Hall
Philadelphia  Pennsylvania  19104-6302
United States
Phone: 215-898-7620

Description: Organization committed to generating debate on key policy issues affecting pensions and other employee benefits.

RETIREMENT INCOME INDUSTRY ASSOCIATION

101 Federal Street, Suite 1900
Boston  Massachusetts  02110
United States
Phone: 617-342-7390

Description: Financial services industry association focusing on the financial and public policy issues related to the income needs of retirees. Members include insurance companies, banks, securities firms and others.

SECURITIES AND EXCHANGE COMMISSION

100 F Street NE
Washington  District Of Columbia  20549
United States
Phone: 202-942-8088

Description: Primary mission is to protect investors and maintain the integrity of the securities markets.

SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION (SIFMA)

120 Broadway, 35th Floor
New York  New York  10271-0080
United States
Phone: 212-313-1200

Description: Association bringing together the shared interests of securities firms to accomplish common goals.

SNL FINANCIAL LC

One SNL Plaza, 212 7th St. NE
Charlottesville  Virginia  22902
United States
Phone: 434-977-1600

Description: Research firm that collects, standardizes and disseminates all relevant corporate, financial, market and M&A data as well as news and analytics for the industries it covers: banking, specialized financial services, insurance, real estate and energy.

SOCIETY OF FINANCIAL SERVICES PROFESSIONALS

19 Campus Boulevard, Suite 100
Newtown Square  Pennsylvania  19073-3230
United States
Phone: 610-526-2500

Description: Advances the professionalism of credentialed members with resources to serve their clients’ financial needs.

THE COMMITTEE OF ANNUITY INSURERS

c/o Davis & Harman LLP
1455 Pennsylvania Avenue, NW, Suite 1200
Washington  District Of Columbia  20004
United States
Phone: 202-347-2230

Description: Group whose goal is to address federal legislative and regulatory issues relevant to the annuity industry and to participate in the development of federal tax and securities policies regarding annuities.

THE FINANCIAL PLANNING ASSOCIATION

7535 E. Hampden Ave., Suite 600
Denver  Colorado  80231
United States
Phone: 800-322-4237

Description: Group whose primary aim is to foster the value of financial planning and advance the financial planning profession.

THE FINANCIAL SERVICES ROUNDTABLE

600 13th Street NW, Suite 400
Washington  District Of Columbia  20005
United States
Phone: 202-289-4322

Description: A forum for U.S. financial industry leaders working together to determine and influence the most critical public policy concerns related to the integration of the financial services.

THE HEDGE FUND ASSOCIATION

2875 Northeast 191st Street, Suite 900
Aventura  Florida  33180
United States
Phone: 305-935-7296

Description: An international not-for-profit association of hedge fund managers, service providers and investors formed to unite the hedge fund industry and add to the awareness of the advantages and opportunities in hedge funds.

THE NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS

3250 North Arlington Heights Road, Suite 109
Arlington Heights  Illinois  60004
United States
Phone: 847-483-5400

Description: Organization of fee-only financial planning professionals serving individuals and institutions.