Financial Services Industry Organizations
ADVANTAGE GROUP ASSOCIATES, INC.
Description: A third-party market research firm that tracks indexed annuity and indexed life products, carriers and sales.
AMERICAN BANKERS ASSOCIATION
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
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
Description: The national trade association for market funded providers of financial services to consumers and small businesses.
ASSOCIATION OF FINANCIAL GUARANTY INSURERS
Description: Trade association of the insurers and reinsurers of municipal bonds and asset-backed securities.
BANK ADMINISTRATION INSTITUTE
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
Description: An international organization which fosters cooperation among central banks and other agencies in pursuit of monetary and financial stability.
BANK INSURANCE & SECURITIES ASSOCIATION
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
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
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.
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
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
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
Description: Independent agency created by Congress to protect market participants against manipulation, abusive trade practices and fraud.
CONFERENCE OF STATE BANK SUPERVISORS
Description: National organization that advocates on behalf of the nation’s state banking system.
CONSUMER BANKERS ASSOCIATION
Description: This group represents retail banking issues in the nation's capital.
DMA FINANCIAL SERVICES COUNCIL
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.
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
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)
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
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.
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)
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
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
Description: Association representative of all organizations that have an interest in the futures market.
GLOBAL ASSOCIATION OF RISK PROFESSIONALS
Description: International group whose aim is to encourage and enhance communications between risk professionals, practitioners and regulators worldwide.
INSURED RETIREMENT INSTITUTE
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
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
Description: The association’s primary purpose is to encourage the prudent and efficient development of the privately negotiated derivatives business.
INVESTMENT COMPANY INSTITUTE
Description: The national association of the American investment company industry.
MICHAEL WHITE ASSOCIATES
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
Description: National organization for the managed account solutions industry, represents portfolio manager firms and sponsors.
MORNINGSTAR ANNUITY RESEARCH CENTER
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
Description: Represents the real estate finance industry.
MORTGAGE INSURANCE COMPANIES OF AMERICA (MICA)
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
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
Description: Promotes the growth, acceptance and understanding of annuity and life products; provides educational and informational resources.
NATIONAL ASSOCIATION OF FEDERAL CREDIT UNIONS
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
Description: Professional association representing health and life insurance agents.
NATIONAL ASSOCIATION OF MORTGAGE BROKERS
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
Description: Trade association of independent insurance agents. Operations: Lobbying, Education, Communications, Business Building Tools and Insurance Products
NATIONAL CREDIT UNION ADMINISTRATION
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
Description: Industrywide self-regulatory organization for the commodity futures industry.
NATIONAL REVERSE MORTGAGE LENDERS ASSOCIATION
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
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
Description: Nonprofit association created to educate the investing public and brokers about the benefits and risks of exchange-traded options.
PENSION RESEARCH COUNCIL
Description: Organization committed to generating debate on key policy issues affecting pensions and other employee benefits.
RETIREMENT INCOME INDUSTRY ASSOCIATION
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
Description: Primary mission is to protect investors and maintain the integrity of the securities markets.
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION (SIFMA)
Description: Association bringing together the shared interests of securities firms to accomplish common goals.
SNL FINANCIAL LC
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
Description: Advances the professionalism of credentialed members with resources to serve their clients’ financial needs.
THE COMMITTEE OF ANNUITY INSURERS
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
Description: Group whose primary aim is to foster the value of financial planning and advance the financial planning profession.
THE FINANCIAL SERVICES ROUNDTABLE
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
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
Description: Organization of fee-only financial planning professionals serving individuals and institutions.