News & Advocacy
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Announcing ADISA’s NEW Products & Services Directory
Feb 9, 2021, 00:00 AM by Patty GregaADISA’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.Full story -
ADISA Co-Signs Letters to New York State Governor and General Assembly in Opposition to Any Form of the Stock Transfer Tax
Feb 3, 2021, 00:00 AM by Patty GregaOn behalf of organizations representing more than 544,000 workers in the financial services industry in New York State, ADISA co-signed letters to the Honorable Andrew Cuomo, Governor of New York State; the Honorable Andrea Stewart-Cousins, President Pro Tempore and Majority Leader; and the Honorable Carl Heastie, Speaker of the Assembly, to express opposition to re-imposing any form of a New York State Stock Transition Tax (STT).Full story -
Membership/Attendee List Scams
Jan 15, 2021, 00:00 AM by Patty GregaBEWARE of ADISA membership lists scams. There are several “pirates” who somehow get prior-year meeting attendance lists and then approach our companies with an attempt to sell fake, fraudulent and unapproved membership and/or attendee lists. Please note that ADISA never sells its membership or past conference attendee lists.Full story -
ADISA Announces 2021 President, President-Elect & Officers
Jan 7, 2021, 00:00 AM by Patty GregaAt its first meeting of the year, the new ADISA board of directors, elected by membership in late 2020, selected its 2021 officers. As a result, Matthew Malone of FS Investments begins his term as the 2021 ADISA president, and Sherri Cooke of AI Insight is the 2021 president-elect who will serve as president in 2022.Full story -
ADISA Announces Cancellation of ADISA Live!
Dec 16, 2020, 00:00 AM by Patty GregaAs the ongoing COVID-19 pandemic persists in the United States and around the globe, ADISA has made the difficult decision to cancel what would have been its first in-person meeting in over a year – ADISA Live!, scheduled to be held at The Cosmopolitan of Las Vegas February 10-12, 2021.Full story -
ADISA Announces 2021 Board of Directors
Dec 7, 2020, 00:00 AM by Patty GregaThe members of ADISA (Alternative & Direct Investment Securities Association), the nation's largest trade association serving the alternative investment and securities industry, have chosen new directors for its 2021 board. ADISA holds democratic elections hosted by a neutral online vendor, and the elections are open to all member categories (with a maximum of three votes per firm).Full story -
Second Edition of the Popular Guide to Alternatives Now Available
Nov 18, 2020, 00:00 AM by Patty GregaADISA has once again partnered with Lightbulb Press to publish a revised informative overview on alternative investments, The Guide to Alternative Investments.Full story -
ADISA 2021 Board of Directors Election Important Information
Nov 2, 2020, 00:00 AM by Patty GregaADISA’s 2021 Board of Directors election is now open, and will close on Tuesday, November 24, at midnight PT. To ensure the fairest election, ADISA member organizations are limited to a maximum of three voting members, and you have been identified as a voting member.Full story -
ADISA Co-Signs Letter to New Jersey General Assembly to Express Opposition to a Tax on High-Quantity Processors of Financial Transactions
Oct 7, 2020, 00:00 AM by Patty GregaIn two separate letters, one to New Jersey State Senate President Stephen Sweeney, the other to New Jersey General Assembly Member John McKeon, ADISA joins a number of other trade associations writing to express strong opposition to S.2902/A.4402, which would impose a tax on high-quantity processors of financial transactions.Full story -
Announcing ADISA Live!
Sep 24, 2020, 00:00 AM by Patty GregaADISA’s core focus is to provide unparalleled networking, education and advocacy to its membership, and our hope was to provide the most valuable event for the alternative and direct investment industry this fall.Full story -
ADISA Postpones 2020 Annual Conference & Trade Show
Aug 11, 2020, 00:00 AM by Patty GregaIndustry's leading event rescheduled to February 10-12, 2021, at The Cosmopolitan of Las VegasFull story -
Regulation Best Interest: Here It Comes
Jul 1, 2020, 00:00 AM by Patty GregaBy John Grady, ADISA's Legislative & Regulatory Chair On Friday, June 26, 2020, the U.S. Court of Appeals for the 2nd Circuit upheld Reg BI against a challenge brought by, among others, XY Planning Network and various U.S. states.Full story -
NEW Product Directory: Process to Identify Sponsor/Affiliate Companies Products, Services, Offerings
Jun 15, 2020, 00:00 AM by Patty GregaWHAT TO DO: We need to identify all of our sponsor and affiliate member companies’ products, offerings and services.Full story -
IRS Defines 'Real Property' for Tax Advantaged Exchanges
Jun 12, 2020, 00:00 AM by Patty GregaThe IRS has taken a taxpayer-friendly view of property still eligible for capital gains tax deferral when exchanged for similar items after the 2017 tax law restricted that treatment.Full story -
Opportunity Zones: Additional Changes from the IRS
Jun 5, 2020, 00:00 AM by Patty GregaADISA is part of an industry-wide real estate coalition, formed by the Real Estate Roundtable (RER). Here is good news from Ryan McCormick, Senior Vice President & Counsel, The Real Estate Roundtable, regarding Opportunity Zones:Full story -
Office of the Comptroller Responds to Coalition Letter
Jun 5, 2020, 00:00 AM by Patty GregaBrian P. Brooks, Acting Comptroller of the Currency, responded to the coalition letter, sent to federal banking regulators which requested clarification on the April 7, 2020, guidance that encourages financial institutions to work constructively with borrowers impacted by COVID-19.Full story -
ADISA Led Discussion with the IRS Regarding the Need for DST Trustees to Respond to the COVID-19 Financial Hardship
Jun 4, 2020, 00:00 AM by Patty GregaDarryl Steinhause, ADISA’s general counsel and partner at DLA Piper, and Dan Cullen, partner at Baker & McKenzie, led a small group discussion with the IRS regarding the need for DST trustees to respond to the COVID-19 financial hardship of their tenants.Full story -
ADISA to Launch Online Products and Services Directory
May 27, 2020, 00:00 AM by Patty GregaADISA is launching a new directory to serve the industry! With our publisher, Naylor Association Solutions, a long-time leader in industry association publications, we will now offer a fully searchable online financial products and services directory aimed to give our advisor community the at-your-fingertips information they have been looking for to find who offers what investment product, as well as other supplier support.Full story -
The DI Wire Q&A with John Harrison, Executive Director of ADISA
May 19, 2020, 00:00 AM by J FitzgeraldFull story -
ADISA Co-Signs Letter Requesting Clarification from Federal Banking Regulators on April 7 Guidance
May 15, 2020, 00:00 AM by Patty GregaADISA co-signed a letter, which was sent today, May 15, from the U.S. Chamber of Commerce Center of Capital Markets Competitiveness to federal banking regulators that will request clarification on the April 7, 2020 guidance that encourages financial institutions to work constructively with borrowers impacted by COVID-19.Full story
-
Announcing ADISA’s NEW Products & Services Directory
Feb 9, 2021, 00:00 AM by Patty GregaADISA’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.Full story -
ADISA Co-Signs Letters to New York State Governor and General Assembly in Opposition to Any Form of the Stock Transfer Tax
Feb 3, 2021, 00:00 AM by Patty GregaOn behalf of organizations representing more than 544,000 workers in the financial services industry in New York State, ADISA co-signed letters to the Honorable Andrew Cuomo, Governor of New York State; the Honorable Andrea Stewart-Cousins, President Pro Tempore and Majority Leader; and the Honorable Carl Heastie, Speaker of the Assembly, to express opposition to re-imposing any form of a New York State Stock Transition Tax (STT).Full story -
Membership/Attendee List Scams
Jan 15, 2021, 00:00 AM by Patty GregaBEWARE of ADISA membership lists scams. There are several “pirates” who somehow get prior-year meeting attendance lists and then approach our companies with an attempt to sell fake, fraudulent and unapproved membership and/or attendee lists. Please note that ADISA never sells its membership or past conference attendee lists.Full story -
ADISA Announces 2021 President, President-Elect & Officers
Jan 7, 2021, 00:00 AM by Patty GregaAt its first meeting of the year, the new ADISA board of directors, elected by membership in late 2020, selected its 2021 officers. As a result, Matthew Malone of FS Investments begins his term as the 2021 ADISA president, and Sherri Cooke of AI Insight is the 2021 president-elect who will serve as president in 2022.Full story -
ADISA Announces Cancellation of ADISA Live!
Dec 16, 2020, 00:00 AM by Patty GregaAs the ongoing COVID-19 pandemic persists in the United States and around the globe, ADISA has made the difficult decision to cancel what would have been its first in-person meeting in over a year – ADISA Live!, scheduled to be held at The Cosmopolitan of Las Vegas February 10-12, 2021.Full story -
ADISA Announces 2021 Board of Directors
Dec 7, 2020, 00:00 AM by Patty GregaThe members of ADISA (Alternative & Direct Investment Securities Association), the nation's largest trade association serving the alternative investment and securities industry, have chosen new directors for its 2021 board. ADISA holds democratic elections hosted by a neutral online vendor, and the elections are open to all member categories (with a maximum of three votes per firm).Full story -
Second Edition of the Popular Guide to Alternatives Now Available
Nov 18, 2020, 00:00 AM by Patty GregaADISA has once again partnered with Lightbulb Press to publish a revised informative overview on alternative investments, The Guide to Alternative Investments.Full story -
ADISA 2021 Board of Directors Election Important Information
Nov 2, 2020, 00:00 AM by Patty GregaADISA’s 2021 Board of Directors election is now open, and will close on Tuesday, November 24, at midnight PT. To ensure the fairest election, ADISA member organizations are limited to a maximum of three voting members, and you have been identified as a voting member.Full story -
ADISA Co-Signs Letter to New Jersey General Assembly to Express Opposition to a Tax on High-Quantity Processors of Financial Transactions
Oct 7, 2020, 00:00 AM by Patty GregaIn two separate letters, one to New Jersey State Senate President Stephen Sweeney, the other to New Jersey General Assembly Member John McKeon, ADISA joins a number of other trade associations writing to express strong opposition to S.2902/A.4402, which would impose a tax on high-quantity processors of financial transactions.Full story -
Announcing ADISA Live!
Sep 24, 2020, 00:00 AM by Patty GregaADISA’s core focus is to provide unparalleled networking, education and advocacy to its membership, and our hope was to provide the most valuable event for the alternative and direct investment industry this fall.Full story -
ADISA Postpones 2020 Annual Conference & Trade Show
Aug 11, 2020, 00:00 AM by Patty GregaIndustry's leading event rescheduled to February 10-12, 2021, at The Cosmopolitan of Las VegasFull story -
Regulation Best Interest: Here It Comes
Jul 1, 2020, 00:00 AM by Patty GregaBy John Grady, ADISA's Legislative & Regulatory Chair On Friday, June 26, 2020, the U.S. Court of Appeals for the 2nd Circuit upheld Reg BI against a challenge brought by, among others, XY Planning Network and various U.S. states.Full story -
NEW Product Directory: Process to Identify Sponsor/Affiliate Companies Products, Services, Offerings
Jun 15, 2020, 00:00 AM by Patty GregaWHAT TO DO: We need to identify all of our sponsor and affiliate member companies’ products, offerings and services.Full story -
IRS Defines 'Real Property' for Tax Advantaged Exchanges
Jun 12, 2020, 00:00 AM by Patty GregaThe IRS has taken a taxpayer-friendly view of property still eligible for capital gains tax deferral when exchanged for similar items after the 2017 tax law restricted that treatment.Full story -
Opportunity Zones: Additional Changes from the IRS
Jun 5, 2020, 00:00 AM by Patty GregaADISA is part of an industry-wide real estate coalition, formed by the Real Estate Roundtable (RER). Here is good news from Ryan McCormick, Senior Vice President & Counsel, The Real Estate Roundtable, regarding Opportunity Zones:Full story -
Office of the Comptroller Responds to Coalition Letter
Jun 5, 2020, 00:00 AM by Patty GregaBrian P. Brooks, Acting Comptroller of the Currency, responded to the coalition letter, sent to federal banking regulators which requested clarification on the April 7, 2020, guidance that encourages financial institutions to work constructively with borrowers impacted by COVID-19.Full story -
ADISA Led Discussion with the IRS Regarding the Need for DST Trustees to Respond to the COVID-19 Financial Hardship
Jun 4, 2020, 00:00 AM by Patty GregaDarryl Steinhause, ADISA’s general counsel and partner at DLA Piper, and Dan Cullen, partner at Baker & McKenzie, led a small group discussion with the IRS regarding the need for DST trustees to respond to the COVID-19 financial hardship of their tenants.Full story -
ADISA to Launch Online Products and Services Directory
May 27, 2020, 00:00 AM by Patty GregaADISA is launching a new directory to serve the industry! With our publisher, Naylor Association Solutions, a long-time leader in industry association publications, we will now offer a fully searchable online financial products and services directory aimed to give our advisor community the at-your-fingertips information they have been looking for to find who offers what investment product, as well as other supplier support.Full story -
The DI Wire Q&A with John Harrison, Executive Director of ADISA
May 19, 2020, 00:00 AM by J FitzgeraldFull story -
ADISA Co-Signs Letter Requesting Clarification from Federal Banking Regulators on April 7 Guidance
May 15, 2020, 00:00 AM by Patty GregaADISA co-signed a letter, which was sent today, May 15, from the U.S. Chamber of Commerce Center of Capital Markets Competitiveness to federal banking regulators that will request clarification on the April 7, 2020 guidance that encourages financial institutions to work constructively with borrowers impacted by COVID-19.Full story