New Report on Retirement Security
Financing Tomorrow
Financing Tomorrow: The Financial Services Roundtable 2011 Annual Report
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Click here to view Roundtable CEO Steve Bartlett on CNBC, discussing the results of the bank stress test.
Roundtable Mission
- The mission of The Financial Services Roundtable is to protect and promote the economic vitality and integrity of its members and the United States financial system.
Statement of Core Values
- Fairness: We will engage in practices that provide a benefit and promote fairness to our customers, employees or other partners.
- Integrity: As an industry everything we do is built on trust. That trust is earned and renewed based on every customer relationship.
- Respect: We will treat the people on whom our businesses depend with the respect they deserve in each and every interaction.
- Responsibility: We have a responsibility not only to comply with all laws and regulations, but to set high standards for our behavior and to hold ourselves accountable to live up to those standards
- Stability: We are committed to building long‐term stability for the financial system, and our actions will emphasize long‐term instead of short‐term gain.
- Transparency: We will provide information in straightforward, accurate and understandable language
- Community Involvement: We will make a positive contribution to our communities as individuals and through our companies.














