IAA Issues & Advocacy



If you’re not at the table, you’re on the menu.

– Official Washington Proverb

As the leading organization representing the interests of fiduciary investment advisers, the IAA – with the assistance of its members – advocates before lawmakers and regulators on issues that matter to advisers and their clients. We are there to influence debate on those issues and help shape how legislation and regulations are developed. Most important, we educate policymakers so they understand our profession’s crucial importance to investors, the capital markets, and the economy.

The IAA identifies and develops its policy priorities with input from members of our policy committees. The IAA’s current top priorities are identified below, with links to our position papers.

C2_VideoSlates_HotTopics_2.jpgWashington Outlook: 7 Initiatives to Watch

IAA officials and policy strategist Langston Emerson review 2021's top policy initiatives under Washington's new leadership. Watch the video and see our newsletter coverage.

AdvocacyDay2021-550x250.jpgIAA Adviser Advocacy Day

Our annual Adviser Advocacy Day offers advisory firm executives the opportunity to meet with their representatives to advocate for policies that promote and protect our ability to run our businesses and to serve our clients.

IAAPAC.jpgIAA's Political Action Committee

Our voluntary, non-partisan IAA PAC plays an important role in the IAA's efforts to promote advisers' interests. More information is available online.

Comment-letters.jpgIAA Comment Letters to Regulators

The IAA comments on every regulatory proposal significant to fiduciary investment advisers. Our comment letters and related statements are available online.

Grassroots Support - Take Action Now Tool

Advisory firm personnel can support the IAA's legislative advocacy by using our online Take Action Now tool to easily and quickly email their federal representatives -- using prewritten messages that can be customized to the sender's liking.

I_A_Sponsor_Logos.jpgThanks to Our Adviser Advocacy Day Sponsors

Thank you to Charles Schwab and Fidelity Investments for sponsoring our 2021 Adviser Advocacy Day!