Adviser Advocacy Day

AdvocacyDay 2021

 

2021 Adviser Advocacy Day 

Thank you to the IAA members and advisory firm executives who participated in more than 100 virtual meetings with federal legislators and their staffs during the IAA’s virtual 2021 Adviser Advocacy Day on June 10. Together, we successfully communicated our positions on a number of legislative issues important to investment advisers – including tax policy, retirement savings, sustainable investing, and cybersecurity and privacy.

Legislators say the voices they listen to most closely are those of their constituents – which is why member support of IAA advocacy is so important. With a new Congress and new Administration, now is the time to impress upon Members of Congress our industry’s importance to investors, the capital markets, the economy – and their constituents.

Adviser Advocacy Day comes once a year – but we face legislative challenges year-round. Continuing member support and involvement is invaluable for building momentum for achieving the legislative goals that will benefit your firms and our industry as a whole.

That’s why we have created IAA Issues and Advocacy, a new section on our website that details our positions on a range of issues that include the Value of Fiduciary Advice, Sustainable Investing, Retirement and Tax Policy, Modernizing Regulation, Regulatory Impacts on Small Business, the importance of Strategy-Neutral Policy, Diversity & Inclusion, and more.

It also includes a link to our online Take Action Now tool, which makes it easy for members to provide critical grassroots support for our legislative advocacy efforts.

There’s an old adage in Washington advocacy circles – “If you’re not at the table, you’re on the menu.” Clearly, we want and need to be at the table – influencing the debate and helping shape the legislation on issues that impact us.

Please plan to join us next June for our 2022 Adviser Advocacy Day, which should include our traditional in-person visits to legislators and their staffs on Capitol Hill.