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IPA Appoints Former NASAA Executive to Director of Government Affairs and General Counsel

IPA Appoints Former NASAA Executive to Director ofGovernment Affairs and General Counsel The Investment Program Association, a trade organization representing the non-traded…

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Self Directed IRA Re-Brands as Strata Trust Company

Self Directed IRA Re-Brands as Strata Trust CompanySelf Directed IRA Services Inc., an alternative investment custodian, has rebranded and changed its name to Strata Trust…

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ADISA Submits Comment Letter in Support of the DOL’s Proposed Fiduciary Rule Delay

ADISA Submits Comment Letter in Support of the DOL’s Proposed Fiduciary Rule DelayThe Alternative & Direct Investment Securities Association, a trade association representing the…

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Non-Traded REIT Equity Continues to Struggle, Redemptions Continue to Rise

Non-traded real estate investment trust fundraising decreased to $1.02 billion in the second quarter of 2017, down from nearly $1.15 billion last quarter, according to the most…

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Financial Advisor to Chair FSI Board of Directors

The Financial Services Institute, a trade organization that represents independent financial advisors and financial services firms, has elected new directors for its 2018 board of…

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Trade Associations Urge Nevada Securities Administrator to Reconsider New Fiduciary Regulation

The Alternative & Direct Investment Securities Association, along with other financial services trade associations and companies, cosigned a letter to Nevada securities…

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NASAA to Hold Cybersecurity Event with Reps from FBI, SEC, and Treasury Department

The North American Securities Administrators Association will hold a day-long cybersecurity roundtable on June 23th to discuss the latest developments in cybersecurity and how…

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IPA Comments on DOL Fiduciary Rule Decision

The Investment Program Association, a trade organization representing the direct investment industry, commented on the recent decision by the Department of Labor to begin…

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ADISA Comments on Labor Secretary Acosta’s Fiduciary Rule Op-Ed

The Alternative & Direct Investment Securities Association, a trade association representing the non-traded alternative investment industry, commented on Secretary of Labor…

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Speakers Discuss Regulations at IPA Summit in Washington D.C.

Last week, the Investment Program Association held its 2017 IPASummit in Washington, D.C., where more than 240 attendees gathered for a series of discussions about the state of the…

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ADISA Pushes Congress to Block Fiduciary Rule and Protect 1031 Exchanges

During the past two weeks, leaders from ADISA and other trade groups and coalitions have met with several government and regulatory officials to make the case for delaying the DOL…

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SIFMA Comment Letters Critical of DOL Fiduciary Rule, Calls for Further Extension

Securities Industry and Financial Markets Association, a trade group representing the securities industry, submitted a comment letter to the Department of Labor regarding its…

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IPA Urges FINRA to Loosen Rule on Use of Hypothetical Return Projections

The Investment Program Association, a trade organization representing the direct investment industry, submitted a comment letter regarding proposed amendments to FINRA 2210…

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Industry Groups Rally Members to Support Fiduciary Rule Delay

The Alternative Direct Investment Securities Association and the Investment Program Association, two industry trade groups representing the alternative and direct investment…

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ADISA’s 2017 Spring Conference Expected to Draw More Than 700 Alt Professionals

ADISA, a trade association representing the alternative and direct investment industry, expects to attract more than 700 alternative investment professionals to its 2017 Spring…

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Investment Program Association Elects New Leadership, Board Members

The Investment Program Association, a trade organization representing the direct investment industry, has named Mitchell Sabshon, president and chief executive officer of Inland…

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ADISA Announces 2017 Board of Directors and Run-Off Election

ADISA, a trade association representing the alternative and direct investment industry, has elected four new directors to its 2017 board. Because of a tie, the…

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IPA Issues Letter to Trump Transition Team to Delay Fiduciary Rule

The Investment Program Association sent a letter to President-elect Donald Trump’s transition team on Tuesday requesting the new…

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SC Distributors Hires PJ McDaniel as Eastern Divisional Sales Manager

SC Distributors LLC, a wholesale distributor of alternative investment offerings, has hired PJ McDaniel as eastern divisional sales manager.In this role…

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IPA Awards Industry Veterans at IPAVision 2016 Conference

The Investment Program Association, a trade organization representing the direct investment industry, awarded Mark Goldberg, chairman of Carey Financial LLC and president of…

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