IAA tracker: Trump administration update — 9 months in
Updated IAA tracker, regulatory developments for Trump Administration – nine months in.
October 31, 2025
Tags: Advocacy, Executive Orders, Paul Atkins, Trump Administration
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
Tags: Advocacy
Spring Regulatory Agendas Officially Published
Federal agencies issue Spring 2025 Reg Flex rulemaking agendas, including several potential new SEC rules.
September 08, 2025
Tags: Advocacy, Division of Investment Management, Paul Atkins, Regulatory Agendas, SEC Investment Management, Trump Administration
IAA Tracker: Trump Administration Update – 7.5 Months In
Updated IAA tracker, regulatory developments for Trump Administration – seven and a half months in.
September 08, 2025
Tags: Advocacy, Executive Orders, Paul Atkins, Trump Administration
Treasury Announces Postponement, Reopening of AML Rule
The anti-money laundering (AML) rule for investment advisers has been postponed until January 1, 2028. FinCEN and the SEC will also reopen the Customer Identification Program (CIP) rule.
July 21, 2025
IAA Tracker: Trump Administration Update – Five Months In
Updated IAA tracker, regulatory developments for Trump Administration – five months in.
June 27, 2025
Tags: Advocacy, Executive Orders, Paul Atkins, Trump Administration
IAA Tracker – 100 Days and Counting; Trump Administration Update
Updated IAA tracker, regulatory developments for Trump Administration – 100 days and counting.
May 12, 2025
Tags: Advocacy, Executive Orders, Paul Atkins, Trump Administration
IAA Tracker – Trump’s First 80 Days; Atkins Confirmed as SEC Chair
Updated regulatory developments, including Paul Atkins’ confirmation as Chairman of the SEC, SEC actions, and Executive Orders.
April 10, 2025
Tags: Advocacy, Executive Orders, Mark Uyeda, Paul Atkins, Trump Administration
Pushback on Aggressive SEC Agenda
In a panel at the 2024 IAA Investment Adviser Compliance Conference, industry experts provided insights on how trends in Washington will affect investment advisers.
April 11, 2024
Tags: Advocacy, Compliance Conference, ESG, Inside the Beltway
IAA Briefs Members on 2023 Policy Landscape
In their annual Briefing Webinar, IAA staff discussed the implications of the current legislative and regulatory landscape for investment advisers, including expected policy themes for 2023 and IAA advocacy.
February 10, 2023
Tags: Advocacy, Cybersecurity, ESG, IAA on Capitol Hill, Marketing Rule, Outsourcing, SEC Investment Management, Webinars