Vendor relationships are critical to operating any investment management business. The right partner can drive significant value for your firm and pay dividends long term. But how do you find the right one in a sea of offerings?
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.
On Wednesday, the SEC proposed rules addressing conflicts of interest associated with the use of predictive data analytics by advisers and broker-dealers in investor interactions.
Few topics have caused as much buzz in recent months as AI. To help members evaluate this new technology, its potential use cases, and the associated risks, the IAA brought together experts for a candid and enlightening discussion.
At a Bipartisan Policy Center event on the future of cryptocurrency and blockchain technology, Senators John Hickenlooper (D-Colo.) and Thom Tillis (R-N.C.) expressed a willingness to move forward with bipartisan legislation on cryptocurrency.
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