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As the leading organization for fiduciary investment advisers and the only trade association exclusively dedicated to this industry, the Investment Adviser Association works diligently to facilitate the success of our member firms and the industry at large through powerful advocacy, essential expertise, and crucial connections focused on our members’ needs.
In 2024 we successfully opposed costly and burdensome regulatory overreach, including rules that would have dramatically altered the way you not only interact with your service providers, but also how you use technology and safeguard your clients’ assets.
We provided our members with access to high-level meetings with government officials to discuss these issues and educate policymakers about the cumulative impact of regulation on your business.
We developed resources and programming to ensure that you have the most current information at your fingertips as you navigate changes in the regulatory environment— including complex new rules around marketing, privacy, and private fund reporting forms.
We created resource hubs for key issues such as DOL/ERISA, Code of Ethics, Private Funds/Form PF, and T+1 to help you find everything you need in one place.
We convened firm leaders in roundtables throughout the country to discuss business challenges including technology, succession planning, talent management, firm culture, active and passive management, industry trends, and more.
Our staff experts responded to members’ individual requests for guidance, resources, and connections to peers, and hosted member calls to address myriad issues. And we continue to reinforce the value of fiduciary advice in the media and through our meetings with key industry stakeholders.
More change is ahead. As we prepare to engage with a new Congress and administration, our mission remains clear: advancing the interests of investment advisers and promoting sound policies that benefit the industry, investors, and the economy.