In a policy win for the IAA, the SEC has adopted a new “fund of funds” rule that does not include a proposed redemption limitation on a fund that acquires...
Saying the Department of Labor’s proposed ERISA proxy amendments “would substantially increase costs for plans and fiduciaries without providing measurable benefits to participants and beneficiaries,” the IAA is urging the...
Gail Bernstein IAA General Counsel The COVID-19 pandemic has proven to be a great disruptor, requiring advisory firms to make a wide range of unanticipated operational changes. The biggest include...
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