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Insights & Resources

Start exploring insights from across the industries we serve, featuring the latest industry trends, compliance alerts, tax and accounting news and much more.

The SEC adopted a final rule under the Investment Advisers Act of 1940 that will greatly increase the accounting and audit requirements for private fund advisors.
The SEC announced proposed rules to broaden the application of the current investment adviser custody rule beyond client funds and securities.
The SEC recently announced that, in its fiscal year 2022, 760 enforcement actions were filed resulting in a record $6.4 billion in money ordered from SEC actions.
Take a dive into the topic of impact investing, effects of market volatility, “greenwashing”, proposed SEC rules for ESG disclosures & evolving market reactions.
Updates to Form PF were designed to assess systemic risk and bolster regulatory oversight in the growing hedge fund industry. Find out more.
Senators Kirsten Gillibrand and Cynthia Lummis proposed the Responsible Financial Innovation Act to create a comprehensive regulatory framework for digital assets.
The SEC proposed new regulations to establish disclosure requirements for funds and advisers that market themselves as having an ESG focus.
Tune into our Weaver on Chain podcast for a discussion on solutions for tracking and reconciling crypto wallets and exchanges for tax purposes.
Tune into our Weaver on Chain podcast to learn about the impact cryptocurrency is having on the financial services industry.
Tune in to this Weaver On-Chain podcast to learn about the benefits of bitcoin as well as blockchain technology and other digital assets.
Chief Financial Officers need to have the right tools and framework to make an effective impact on their organization. Find out how.
Weaver's fireside chat with Lenox Wealth Advisors highlights some financial and estate planning strategies that could help you and your family plan for the future.