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Digital Advisers Committee

The IAA Digital Advisers Committee is comprised of representatives of IAA member firms directly engaged in providing digital advice to investors. The Committee assists IAA staff in monitoring regulatory developments and establishing industry positions on regulatory proposals and other issues affecting digital investment advisers. The Committee also serves as a forum for these IAA members to discuss industry trends, rules, and other compliance-related issues from their unique perspective. The Committee is designed for legal, compliance, operational, and other technical personnel who are interested in engaging with similarly situated personnel from other member firms.

Meeting Frequency: Quarterly conference calls

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Co-Chair

Seth Rosenbloom
Betterment

Co-Chair

Danielle Nicholson Smith
T. Rowe Price

IAA Staff Liaison

Sanjay Lamba
Associate General Counsel

We encourage all members to participate in our Committees, Working Groups, and Forums.

To join the Digital Advisers Committee or its online community on the IAA Exchange, please contact iaaservices@investmentadviser.org or call (202) 293-4222.

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