IAA webinars address important legal, regulatory, and compliance topics for investment advisers.
A comprehensive two-day program packed with the most current information on the changing regulatory landscape.
Briefing webinars inform IAA members about the latest regulatory developments affecting SEC-registered investment advisers.
The IAA's monthly newsletter is packed with articles on current legal, regulatory and compliance matters that are of special interest to investment advisers.
Summary results of 730 SEC-registered advisers who responded to the 2016 survey provide insights for compliance benchmarking and best practices.
This 17th annual report provides an overview of the investment advisory industry and its emerging trends.
The IAA's directory of service providers, enables IAA members to search for firms in more than 20 categories. This extensive list includes both IAA Associate Members and non-members.
The IAA's more than 600 member firms collectively manage $19 trillion for a variety of individual and institutional clients.
IAA webinars address hot topics for advisory professionals. See the library of recordings that are now available.
Connect with like-minded advisory professionals in the IAA membership to exchange ideas and share experiences.
The IAA exclusively serves SEC-registered investment advisory firms and their employees with a wide range of compliance, education, and advocacy resources.
"The IAA is our CCO's first stop for information on compliance matters through its online material and access to its legal team."
— CEO, $1.2B AUM
The 2017 Year in Review provides an overview of the Association and its accomplishment during the year.
Registered investment advisers abide by principles of fiduciary duty that put the client first. These principles are incorporated in the Standards of Practice endorsed by IAA members.
The new tax law – the first major tax overhaul in more than 30 years – will significantly impact advisers and their clients. Tax rates have changed, existing deductions and other provisions have been eliminated, and new tax benefits have been created. It’s crucial that investment advisers understand the ramifications of all of the changes – along with the challenges, and opportunities they present.
You may submit questions for the speakers ahead of time by emailing firstname.lastname@example.org.
Registration for the live webinar has closed.
IAA Members and IAA Associate Members: The recording will be available on the website within five business days of the webinar.
Non-Member Registration Fees: The recorded webinar is $250. Contact Megan Olson to order.
Audio for this webinar will be broadcast through the internet via your computer speakers. Please visit the IAA's Webinar FAQ page or email email@example.com if you have questions.
For questions regarding this call, contact the IAA at (202) 293-4222 or email firstname.lastname@example.org.