Time to Rethink the SPIVA Scorecard’s View of Active Management
How the SPIVA U.S. Scorecard Understates the Performance of Actively Managed Mutual Funds presents a compelling case for a more balanced view of active management across both equity and fixed income.
May 05, 2026
IAA Applauds SEC Proposal to Update Small Entity Definitions
SEC proposal to increase the AUM threshold that defines a “small entity” for investment advisers from $25 million to $1 billion.
January 08, 2026
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
Return to Active Equity Management
“The S&P 500 is no longer a neutral decision, but an active bet,” argues PanAgora’s Eric Sorensen, in his latest paper, “Return to Active Equity Management,” published in The Journal of Portfolio Management this summer.
October 13, 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
Making the Case for Active Management
Investment professionals have long known that active management is an indispensable tool for tailoring portfolios to meet investors. Recent reports and news stories are highlighting the value-added that active management provides in today’s markets.
July 24, 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
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