2024 Forum Highlights Challenges, Opportunities for Firm Leaders
AI, cybersecurity, leadership, and more were the hot topics discussed by senior executives from a diverse group of advisory firms at IAA’s 2024 Leadership Forum.
October 11, 2024
2024 Forum Highlights Challenges, Opportunities for Firm Leaders
AI, cybersecurity, leadership, and more were the hot topics discussed by senior executives from a diverse group of advisory firms at IAA’s 2024 Leadership Forum.
October 11, 2024
2024 IAA Virtual Compliance Workshop Takeaways – Cyber/Data Privacy, AI, Marketing Rule
Takeaways from the 2024 IAA Virtual Compliance Workshop.
September 16, 2024
Successful IAA Compliance Conference Sees Spirited Discussions, Record Attendance
More than 600 investment advisory industry professionals convened at the 2024 IAA Investment Adviser Compliance Conference. Across two days, attendees got up to speed on critical industry topics and collaborated with their peers from across the country.
March 14, 2024
AI, Succession, and More in Chicago This September
The IAA’s Midwest Leadership Forum is an opportunity for senior executives to meet for a high-value program on a range of critical topics. This year, we are taking a regional approach with a half-day agenda on September 27 in Chicago.
August 18, 2023
2023 IAA Regional Compliance Roundtables: Thank You to SEC Speakers and Attendees!
Couldn’t attend the 2023 IAA Regional Compliance Roundtables? Here’s what you missed.
July 20, 2023
Fiduciary Duty and Investments in DC Plans | Three Tips for Plan Sponsors
Plan fiduciaries are charged with acting in the best interests of plan participants. What does that mean in practice, especially when it comes to selecting investments for defined contribution plans?
November 22, 2021
Active Managers Council’s Impact – and Two Major Initiatives
IAA President & CEO Karen Barr on how our Active Managers Council is producing positive, measurable results…with a look at two important current initiatives that we want you to support.
November 10, 2021
A New Look for the IAA Website
The IAA's completely redesigned website is aimed at advancing the interests of member firms by providing access to essential expertise, crucial connections, and powerful advocacy tailored to their needs.
October 26, 2021
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