Executive Roundtable Recap: The New Federal Tax Landscape
At the October 23 Executive Roundtable, Michael Stravin, Principal at Wolf & Company, P.C., outlined key provisions of the One Big Beautiful Bill Act—the most significant federal tax overhaul since 2017—highlighting its permanent rate reductions, expanded deductions, and new incentives for both individuals and businesses.
November 07, 2025
SEC Operations During a Government Shutdown
If lawmakers cannot reach an agreement on government funding, a shutdown will occur at the beginning of the fiscal year on October 1. The IAA is providing more detail about the implications of a government shutdown so that members can prepare accordingly.
September 29, 2025
Recap: 2025 IAA Policy & Leadership Forum
On September 15–17, investment adviser senior leaders from across the country gathered in Washington, D.C., for the 2025 IAA Policy & Leadership Forum—a combined Adviser Advocacy Day and Leadership Forum.
September 22, 2025
AI, Predictive Analytics Identified as Top Compliance Concern Among Advisers
Artificial Intelligence and predictive analytics have ranked as the leading priority among compliance officers, according to the 2025 Investment Management Compliance Testing Survey.
July 22, 2025
Senate Drops Sec. 899 “Revenge Tax”
The Senate dropped a provision of President Trump’s tax bill that would impose higher U.S. taxes on entities and individuals from countries deemed to have unfair foreign taxes.
June 27, 2025
Industry Snapshot: Continued Growth in Demand for Adviser Services
Celebrating its 25th anniversary, the Investment Adviser Industry Snapshot reports that the industry has continued its strong growth trend, setting record highs for number of advisers, clients, employees, and assets under management in 2024.
May 29, 2025
Senate Banking Committee Advances Paul Atkins’ SEC Nomination
On April 3, the Senate Banking Committee voted to advance the nomination of Paul Atkins as Chair of the Securities and Exchange Commission (SEC). The vote fell along party lines, with no Democrats supporting the nomination.
April 04, 2025
Highlights from the 2025 IAA Compliance Conference
In case you missed the 2025 Compliance Conference, here are some key takeaways.
March 17, 2025
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