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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
Executive Summary: IAA’s Five-Year Strategic Plan
On March 24, 2021, following an 18-month review assessing the evolving industry landscape and association operations, the IAA Board of Governors unanimously adopted a new five-year strategic plan to ensure...
April 30, 2021
IAA, ACA Group Announce Strategic Partnership
The Investment Adviser Association has entered into a strategic partnership with ACA Group (ACA), a leading provider of governance, risk, and compliance (GRC) advisory services and technical solutions. Close collaboration...
September 09, 2021
IAA, DACFP Partner to Offer Members Blockchain and Digital Asset Certificate
The Investment Adviser Association is pleased to announce a partnership with the Digital Assets Council of Financial Professionals (DACFP) to offer IAA members a special discount for a new certification program...
August 17, 2021