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Key SEC 2026 exam priorities for RIAs and private funds, including fiduciary duty, AI oversight, cybersecurity and compliance expectations.
AI-driven growth, SEC reforms and shifting investor sentiment shaped Q3 2025. Weaver’s asset management team highlights key trends and risks.
Explore common pitfalls in management company accounting, from consolidation and revenue recognition to leases and alternatives to a U.S. GAAP audit.
Success StoryWeaver’s pre-transaction due diligence services helped a multinational real estate corporation move forward with confidence on a global acquisition.
Learn how the SEC custody rule and surprise examinations apply to RIAs and key compliance basics in Weaver’s RIA Surprise Examinations series.
An executive order could allow 401(k)s to invest in private equity and other alternatives. Explore the opportunities, challenges and compliance needs.
Weaver helps a health system evaluate its revenue quality, estimate collections and gain clarity on complex streams.
Weaver’s transaction advisory team highlights a recent success guiding a client through a contentious net working capital and earn-out dispute.
Weaver supported an aviation management firm with sell-side financial and tax assistance, saving the client over $1 million in post-close adjustments.
J.P. Morgan's Q1 2025 biopharma and medtech reports reveal larger deals, global growth and financial strategies shaping the life sciences industry.
Weaver’s Transaction Advisory Services team highlights a recent success story, guiding a client through an investment in a fast-casual restaurant.
The SEC’s new guidance on Rule 506(c) allows accredited investors making high-minimum investments to verify their status through self-certification.
