Category: Press Release
Investment Adviser Industry Saw Records in 2019, According to New Evolution Revolution Report
Contacts: For the IAA: Herb Perone 202.507.7215 herb.perone@investmentadviser.org For NRS: George Nikanorov 646.477.4385 gnikanorov@nrs-inc.com For Cognito: Hugh Cunningham 914.400.5593 Hugh.Cunningham@cognitomedia.com Washington, DC / Lakeville, CT (November 10, 2020) –The...
November 11, 2020
Contacts: For the IAA: Herb Perone herb.perone@investmentadviser.org For ACA Compliance Group: Enrique Alvarez ealvarez@acacompliancegroup.com For Brightsphere Investment Group: Amy Yuter ayuter@bsig.com Washington, DC (July 17, 2020) – Business Continuity...
July 17, 2020
Contact: Chip Bergstrom Buttonwood Communications Group 617-784-6145 Washington, D.C. – June 18, 2020 – Sustainable investing inherently involves active decision-making, concludes a new white paper, Sustainable Investing is an...
June 18, 2020
Financial Services Organizations Urge Congress to Help Americans Access Advice During Crisis
Contacts: For the IAA: Neil Simon Vice President, Government Relations 202.293.4222 neil.simon@investmentadviser.org For the IAA: Herb Perone Vice President, Communications & Marketing 202.507.7215 herb.perone@investmentadviser.org For CFP Board of Standards: Maureen...
April 06, 2020
“A More Balanced Narrative” Paper Challenges Common Criticisms of Active Management
Contact: Chip Bergstrom Buttonwood Communications Group 617-784-6145 Washington, D.C. – November 19, 2019 – The conventional wisdom on active management has been oversimplified, concludes a new white paper titled, “A...
November 19, 2019
Contacts: For the IAA: Herb Perone 202.507.7215 herb.perone@investmentadviser.org For Cognito: Jazmin Beltran 646.395.6303 jazmin.beltran@cognito.com For NRS: George Nikanorov 646.477.4385 gnikanorov@nrs-inc.com Washington, DC/Lakeville, CT (September 12, 2019) – The federally...
September 12, 2019
Active Managers Council Announces New Committee Members and Leadership for 2019-2020
Contact Chip Bergstrom Buttonwood Communications Group 617-784-6145 Washington, D.C. – August 22, 2019 – The Investment Adviser Association’s Active Managers Council announced today new Committee and Task Force leadership and growing...
August 22, 2019
2019 Investment Management Compliance Testing Survey: Cybersecurity Still Top Concern
Contacts: For the IAA: Herb Perone 202.507.7215 herb.perone@investmentadviser.org For ACA Compliance Group: Enrique Alvarez 703.419.0747 ealvarez@acacompliancegroup.com Washington, DC (July 9, 2019) – For the sixth year in a row,...
July 09, 2019
IAA Initial Statement on SEC Adoption of Final Standards of Conduct Rules Package
Contact: IAA Vice President, Communications & Marketing Herb Perone. Washington, D.C. (June 5, 2019) – Following is the statement of Investment Adviser Association President & CEO Karen Barr on...
June 05, 2019
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