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
Tags: From the President & CEO
2022 IAA Policy Outlook: Changes Ahead, Changes Behind
IAA President & CEO Karen Barr on the association and industry’s 2021 highlights — and a look forward at what’s to come in 2022.
January 10, 2022
Tags: Fiduciary, Form CRS, From the President & CEO, IAA Policy, Karen Barr, Proxy Voting, Sustainable Investing
From the President & CEO: Welcome to 2021
Persistence pays off. Literally for decades, the IAA and our members have been advocating for modernization of the SEC’s nearly 60-year-old Advertising Rule, whose woefully outdated provisions have kept investment...
January 06, 2021
Tags: Advertising Rule, Columns, From the President & CEO, Karen Barr, Marketing Rule
Fiduciary Advice in a New Era: A Real Relationship for the Long Term
Karen Barr IAA President & CEO On June 30, the SEC’s new standard of conduct for broker-dealers (Reg BI) and Form CRS for advisers and brokers went live, with...
July 13, 2020
Tags: Columns, DOL, Fiduciary, Form CRS, From the President & CEO, Karen Barr, Reg BI
Together, We Can Help Build a More Equitable Future
Karen Barr We at the IAA have been deeply appalled and saddened by the tragic deaths of George Floyd, Breonna Taylor, Ahmaud Arbery, and too many others and the...
June 18, 2020
Tags: Columns, Diversity & Inclusion, From the President & CEO, Karen Barr
2020 Policy Outlook: Looking Ahead Requires Looking Back
Karen Barr IAA President & CEO The IAA is proud to have advanced the interests of the investment adviser community in 2019 – with the strong support and involvement...
January 01, 2020
Tags: Privacy, Columns, Form CRS, From the President & CEO, Karen Barr, Proxy, Proxy Voting, Reg BI