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
2024 Forum Highlights Challenges, Opportunities for Firm Leaders
AI, cybersecurity, leadership, and more were the hot topics discussed by senior executives from a diverse group of advisory firms at IAA’s 2024 Leadership Forum.
October 11, 2024
2024 IAA Virtual Compliance Workshop Takeaways – Cyber/Data Privacy, AI, Marketing Rule
Takeaways from the 2024 IAA Virtual Compliance Workshop.
September 16, 2024
Investment Adviser Association Adviser Advocacy Day 2024
The Investment Adviser Association (IAA) Adviser Advocacy Day, held annually in Washington, D.C., is a cornerstone event for the investment advisory community. This year’s event was particularly significant, addressing critical issues facing the industry amidst a turbulent regulatory landscape.
June 24, 2024
Successful IAA Compliance Conference Sees Spirited Discussions, Record Attendance
More than 600 investment advisory industry professionals convened at the 2024 IAA Investment Adviser Compliance Conference. Across two days, attendees got up to speed on critical industry topics and collaborated with their peers from across the country.
March 14, 2024
AI, Succession, and More in Chicago This September
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.
August 18, 2023
2023 IAA Regional Compliance Roundtables: Thank You to SEC Speakers and Attendees!
Couldn’t attend the 2023 IAA Regional Compliance Roundtables? Here’s what you missed.
July 20, 2023
Advocacy, Connection, and Expertise at the Policy & Leadership Forum
Join us for IAA’s new Policy & Leadership Forum, which will take place in Washington, DC, on September 28–30.
July 29, 2022
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