Insights & Resources

To improve tax compliance, the U.S. Treasury Department proposed four changes to "modernize" the corporate and individual reporting of digital assets.

The Dallas Fed’s monthly manufacturing outlook survey found a growth in manufacturing activity but a drop in demand and a worsening business outlook.

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.

Under the Investment Advisers Act of 1940, the SEC proposed a rule that would bring new audit and reporting requirements as well as prohibit certain actions.

Learn what organizational compliance impact PCI DSS v4.0 updates may have on the hospitality and retail industry and why businesses should update their systems.

We appreciate when clients ask to meet other clients. That was the impetus for developing this virtual roundtable exclusively for our emerging manager fund clients.

The Tax Cuts and Jobs Act (TCJA) eliminated a significant tax benefit for investors that are charged investment fund management fees.