Investment Adviser Association

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To be the leading industry organization: A. Promoting high standards of fiduciary duty, integrity, public responsibility, and competence in the investment advisory profession. B. Providing effective, quality representation of the investment advisory profession with respect to the development, formulation, and enactment of legislation, regulations, and other policies relating to investment advisers. C. Offering benefits, services, and resources that assist and add value for member firms.

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1937

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Address: 818 Connecticut Ave NW Ste 60, WashingtonWeb: Sign in to see organisation websiteEmployees: 24Volunteers: 501Revenue: 6862509ICO: 136130873

Investment Adviser Association Expertise Connections and Advocacy for Fiduciary Investment Advisers As the leading organization for fiduciary investment advisers the IAA advances the interests of member firms by providing essential expertise crucial connections and powerful advocacy tailored to their needs. Looking Back Moving Forward The IAAs Year in Review report is here. This report highlights the significant efforts and accomplishments of the Association and our members in the areas of advocacy compliance education and services. 2024 Industry Snapshot Available In this edition a record high number of SEC registered investment advisers continued growth in the number of clients AUM rebounded to match the record high set in 2021 and much more.

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Lucas

2. In what ways can member firms leverage the insights from the 2024 Industry Snapshot to improve their services and client relationships moving forward?

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Lucas

Excited to read the Year in Review report! It's inspiring to see how the IAA is championing the interests of investment advisers and ensuring our voices are heard in legislation. Keep up the amazing work!

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James

Great to see the IAA making substantial strides in advocacy and compliance! Your efforts truly elevate the standards of fiduciary duty in our industry. Kudos to everyone involved!

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Yvette

1. How can the Investment Adviser Association further enhance its advocacy efforts to address the evolving regulatory landscape for fiduciary investment advisers?

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