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Recent ADISA News

  • 7/25/2024

    ADISA Submits Comments to SEC and FinCEN Regarding Proposed Rule on Customer Identification Programs for RIAs

    ADISA submits comments on the Proposal by the SEC and FinCEN to effectively require investment advisers registered with the SEC, as well as so-called “exempt reporting advisers,” to adopt CIPs.

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  • 7/18/2024

    ADISA President Jade Miller Honored as GlobeSt.'s Women of Influence Award Winner

    ADISA’s 2024 President Jade Miller, president, capital markets at Bourne Financial Group, has been named to GlobeSt.’s Women of Influence Class of 2024 in the category of Rising Star.

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  • 5/16/2024

    ADISA Supports a Congressional Review Act (CRA) Resolution for the DOL Fiduciary Rule

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