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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.
Premarital and LLC agreements can override statutory defaults in divorce valuations. The In re S.R.W. case shows how they reshape economic interests.
Explore Q3 2025 trends in Texas life sciences, from Series B collapse and pipeline bottlenecks to sector divergence and record late-stage capital.
Learn why ESOP audits matter, common pitfalls to avoid and how proactive communication and valuation reviews can strengthen plan integrity.
PodcastHear how market shifts, AI demand and strategic investing are redefining HVAC M&A in the latest episode of Weaver: Beyond the Numbers.
Costs are climbing across health care supply chains. Learn which areas face the most pressure and how to plan with confidence.
Forensic accountants value businesses and partnerships in divorce, separating personal from enterprise goodwill to support equitable outcomes.
Learn how the SEC custody rule and surprise examinations apply to RIAs and key compliance basics in Weaver’s RIA Surprise Examinations series.
The Lloyd v. Argent Trust Co. ruling shows why valuation integrity and asset tracing can be pivotal in fiduciary breach and ERISA litigation cases.
An executive order could allow 401(k)s to invest in private equity and other alternatives. Explore the opportunities, challenges and compliance needs.
