A big thank you to everyone who helped make the 2023 IAA Compliance Workshops a success. If you didn't make it to a Compliance Workshop this year, here's what you missed.
After years in the shadows, active ETFs are having their day in the sun. Recently, experts from three IAA member firms gathered to discuss what’s behind the proliferation and rapid adoption of active ETFs. Here’s what you might have missed.
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.
Even as interest rates rise and economic uncertainty persists, merger and acquisition (M&A) activity within the RIA space remains robust. What are some of the key issues to address concerning the liability around such a transaction for sellers and their interests?
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.
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