Based on member feedback, we are in the process of redesigning our Resource Center, as well as working on an improved search feature. In the meantime, if you need assistance finding a resource or would like to discuss an issue with a member of the legal team, please contact us at IAALegalTeam@investmentadviser.org.
Executive Roundtable Recap: The New Federal Tax Landscape
At the October 23 Executive Roundtable, Michael Stravin, Principal at Wolf & Company, P.C., outlined key provisions of the One Big Beautiful Bill Act—the most significant federal tax overhaul since 2017—highlighting its permanent rate reductions, expanded deductions, and new incentives for both individuals and businesses.
November 07, 2025
Joint trades letter supporting legislation to improve guardrails and transparency in the designation process for systemically important financial institutions (H.R. 3682, the Financial Stability Oversight Council Improvement Act of 2025).
October 29, 2025
IAA and Member Firms Urge Senate Co-Sponsorship of the Small Entity Update Act
The IAA and member firms call on Senators to co-sponsor the Small Entity Update Act to support small investment advisers.
October 15, 2025
FAQs for Investment Advisers on Payment Stablecoins under the GENIUS Act
The IAA has developed a set of frequently asked questions to help members comply with the GENIUS Act.
October 01, 2025
Recap: 2025 IAA Policy & Leadership Forum
On September 15–17, investment adviser senior leaders from across the country gathered in Washington, D.C., for the 2025 IAA Policy & Leadership Forum—a combined Adviser Advocacy Day and Leadership Forum.
September 22, 2025
Investment Advisers Urge Federal Preemption on Data Privacy Laws
The IAA urges Congress to adopt one federal data privacy standard for advisers, preempting duplicative and inconsistent state laws.
August 27, 2025
Summary Report: 2025 Investment Management Compliance Testing Survey
Artificial Intelligence and predictive analytics have ranked as the leading priority among compliance officers, according to the 2025 Investment Management Compliance Testing Survey.
July 22, 2025
IAA and Trades Encourage FSOC to Return to an Activities-Based Approach
Joint trades letter encouraging FSOC to restore the 2019 guidance governing the designation of nonbank financial institutions as SIFIs.
July 14, 2025
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