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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 staff report may lead to a revised definition which could create challenges for private funds’ investor qualification procedures and compliance program.
The SEC’s 2024 examination priorities which will focus on key risks for private funds and exam priorities for the upcoming year.
The SEC has made the first material change in beneficial owner reporting in almost 50 years with updates to Regulation 13D-G.
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.
Last week, participants in WeaverLEAD, our firm’s new leadership coaching program, gathered in Houston for the first time. Learn more about WeaverLEAD.
The SEC announced proposed rules to broaden the application of the current investment adviser custody rule beyond client funds and securities.
Weaver Partner and CFO, Jordan Phelps has been recognized by Finance and Investing as a Top 25 CFOs of Dallas for 2023. Learn more about this recognition.
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.
Weaver and The L Group are pleased to invite you to the next session in our Healthy Growth webinar series: Inspiring Healthy Growth - Healthy Leadership. This live learning session will help you, your team, and your business thrive. Healthy leadership addresses human needs—it’s personal. Healthy leadership is like a cultural magnet that attracts people to your team and the cultural glue that makes them want to stay. If your employees don’t see healthy leadership, they will look for it elsewhere.
Weaver and The L Group are pleased to invite you to the next session in our Healthy Growth webinar series: Inspiring Healthy Growth - Excellent Execution.
Take a dive into the topic of impact investing, effects of market volatility, “greenwashing”, proposed SEC rules for ESG disclosures & evolving market reactions.
Weaver's Kerri Franz sits down with the Empower Team to discuss her professional achievements, career advice and her path to partnership.
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