News & Advocacy
Announcing ADISA’s NEW Products & Services Directory
ADISA’s fully searchable online financial Products & Services Directory is LIVE! The directory, made available by our publisher Naylor Association Solutions, is aimed to give our advisor community the at-your-fingertips information they have been looking for to find who offers what investment products, as well as other supplier support.
ADISA Spring Conference is SOLD OUTREAD MORE
ADISA Co-Signs Letters to Congress & Treasury on the Importance of 1031 Exchanges
On behalf of more than 30 national real estate, housing, environmental, farming, ranching, forestry and financial services-related organizations, ADISA co-signed letter to key members of chief tax counsels of the congressional tax-writing committees, as well as Secretary of the Treasury Janet Yellen, stressing the importance of Section 1031 Like-Kind Exchanges as Congress works to broaden the economic recovery as it reviews the impact of existing tax provisions.READ MORE
ADISA's AI Betterment Task Force
ADISA’s Board of Directors recently commissioned a task force to develop tools to help improve the investment products in the retail AI industry. The task force, the AI Betterment Task Force, has as its first chairs Sherri Cooke (iCapital Network) and Brad Updike (Mick Law), assisted by Ann Moore (International Assets Advisory), Jean Merriman (Strategic Financial Alliance), Lilian Morvay (IBD Consulting), Travis Hicks, (Independent Financial Group ), Greg Mausz (Preferred Capital Securities), Michael Miller (Sigma Financial), and Darryl Steinhause (DLA Piper).READ MORE