Adviser Advocacy Day

When:  Dec 31, 2020 from 8:30 AM to 6:00 PM (ET)

The IAA encourages advisory firm executives to join us in Washington, DC on June 11 for our 13th Annual Adviser Advocacy Day –  to make our voices heard on Capitol Hill on key issues affecting our industry – including restoring and expanding the itemized deduction for investment advisory fees, authorizing electronic delivery of disclosure documents in lieu of paper documents, adoption of a comprehensive federal privacy law, making advisory firm owners eligible for the 20 percent pass-through deduction – and more.

Neil Simon

Participation is free. We will arrange personalized schedules for you to meet with your members of Congress and their staffs, provide talking points on all key issues and IAA Vice President for Government Relations Neil Simon will brief you on those issues in in a special conference call in advance of Adviser Advocacy Day and again on the morning of our Capitol Hill visits.

David Wasserman

And on the evening before our Hill visits, the IAA Board of Governors will host a complimentary welcome reception and dinner featuring one of the nation’s top election forecasters, Cook Political Report House Editor David Wasserman.

With the SEC’s landmark rulemaking on standards of conduct for brokers and advisers, this is a critical time to impress upon legislators our industry’s importance to the economy, to investors, to the capital markets, and to their constituents. We urge advisory executives to join us in our advocacy efforts. Together, we’re making a difference.

The IAA also urges members to use our easy, online Take Action Now tool to contact their federal legislators in support of our tax initiatives.

Hotel Reservations

Our welcome reception and dinner – and our morning issues briefing – will take place at the Hyatt Regency Washington in Washington, DC. The IAA is holding a block of guest rooms for Adviser Advocacy Day attendees at a rate of $349.00 plus tax. Attendees can place a reservation online or contact a Hyatt reservation agent at 877-803-7534 and mention the IAA Adviser Advocacy Day to receive the special rate. The group rate is available until Friday, May 15, 2020 or until the room block is filled.


Please let us know if your plans change and you are unable to attend. You are welcome to send a substitute to attend in your place; just let us know.


For questions regarding Adviser Advocacy Day, call (202) 293-4222 or email

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Lisa Gillette
(202) 293-4222