Category: Press Release
IAA Initial Statement on SEC Cybersecurity Proposal
Contact: IAA Manager, Marketing & Communications Meredith Wise. Washington, DC (February 9, 2022) – Following is the initial statement of Investment Adviser Association President & CEO Karen Barr on...
February 09, 2022
Investment Adviser Association, ACA Group Announce Strategic Partnership
Contact: IAA Vice President, Communications & Marketing Herb Perone. Washington, DC (September 9, 2021) – The Investment Adviser Association announced today that it has entered into a strategic partnership...
September 09, 2021
New SEC Marketing Rule Now Top Compliance Concern, Survey Shows
Contacts: For the IAA: Herb Perone herb.perone@investmentadviser.org For ACA Group: Krissy Kennedy kkennedy@acacompliancegroup.com Most firms report effective business continuity plans related to COVID-19 Washington DC (September 1, 2021) –...
September 03, 2021
Investment Adviser Industry Defies Pandemic and Grows for 9th Consecutive Year
Contacts: For the IAA: Herb Perone herb.perone@investmentadviser.org For NRS: Tim Powers tim.powers@accuity.com Reimagined Evolution Revolution Report Affirms Industry’s Resilience Washington, DC / Lakeville, CT (June 28, 2021)– Defying the...
June 28, 2021
Contact: IAA Vice President, Communications & Marketing Herb Perone. Washington, DC (May 19, 2021) – Sustainable investing, proxy voting, modernization of the Custody and Pay-to-Play Rules, e-delivery, investor testing...
May 19, 2021
Scorecard on Diversity in the RIA Marketplace, with a Call to Action for Accelerating Change
Contacts: For the IAA: Herb Perone herb.perone@investmentadviser.org For Cerulli Associates: Karleen Fallon press@cerulli.com Washington, DC (May 5, 2021) – The investment advisory industry has made small, yet significant steps...
May 05, 2021
IAA Voices Strong Support for Legislation to Collect Data on Diversity, Equity and Inclusion
Contact: IAA Vice President, Communications & Marketing Herb Perone. Washington, DC (April 19, 2021) – Recognizing that the investment adviser profession “has a long way to go in matters...
April 19, 2021
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
The IAA provides links to web sites of other organizations in order to provide visitors with certain information. A link does not constitute an endorsement of content, viewpoint, policies, products or services of that web site. Once you link to another web site not maintained by the IAA, you are subject to the terms and conditions of that web site, including but not limited to its privacy policy.
Click the link above to continue or CANCEL
