ICI Innovate brings together multidisciplinary experts to explore how emerging technologies will impact fund operations and their implications for the broader industry.
ICI Innovate is participating in the Emerging Leaders initiative, offering a heavily discounted opportunity for the next generation of asset management professionals to participate in ICI’s programming.
Ahead of the 15-year anniversary of the Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd-Frank Act), Investment Company Institute (ICI) Chief Government Affairs and Public Policy Officer Tom Quaadman testified before the House Financial Services Committee on...
Ahead of the 15-year anniversary of the Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd-Frank Act), Investment Company Institute (ICI) Chief Government Affairs and Public Policy Officer Tom Quaadman testified before the House Financial Services Committee on recommendations to enhance the Dodd-Frank Act and rectify its shortcomings.
The Investment Company Institute submitted a comment letter to oppose SB 1045 and HB 1554, which expands the sales tax on additional services including financial services in the state of Maryland. Read more in the comment letter.
The Investment Company Institute submitted a comment letter to oppose SB 1045 and HB 1554, which expands the sales tax on additional services including financial services in the state of Maryland. Read more in the comment letter.
Employer plans and individual retirement accounts (IRAs) are an important source of income for all but the lowest-income retirees. Either directly or through a spouse, more than 70 percent of Americans over age 70 receive income from retirement plans. That share increases rapidly with...
On February 21, 2025, the White House released the "America First Investment Policy". Its stated purpose (described in Section 1 of the Policy) is to create an investment policy that will enhance America's national and economic security, including by preventing foreign adversaries...
January 30, 2025—According to new research published by the Investment Company Institute (ICI), Americans highly value their retirement plans. ICI’s research report “American Views on Defined Contribution Plan Saving, 2024” finds that almost three-quarters of Americans had favorable...
On December 4th, Maine Revenue Service released proposed amendments to their income tax apportionment regulation, which include changes to the apportionment of receipts from services, but do not specifically address apportionment of receipts from asset management services.
The Missouri Secretary of State filed a proposed amendment and a proposed rule identifying practices in the brokerage industry and investment adviser industry that are generally associated with acts that deceive and defraud.
Latest Comment Letters:
TEST - ICI Comment Letter Opposing Sales Tax on Additional Services in Maryland
ICI Comment Letter Opposing Sales Tax on Additional Services in Maryland
ICI Response to the European Commission on the Savings and Investments Union