Custody Considerations for Investment Advisers in 2026 | Webinar

Join us on-demand for “Custody Considerations for Investment Advisers in 2026,” a webinar that brings together professionals from Weaver, Standish Compliance and Inspira Financial to discuss the latest regulatory developments, practical challenges and best practices surrounding custody compliance for investment advisers.

Attendees will gain insight into recent rule changes, common pitfalls and actionable strategies for maintaining robust custody controls in a dynamic regulatory environment. Whether you are responsible for compliance, operations or client account management, this webinar will provide timely guidance to help your firm stay compliant and protect client assets.

Learning Objectives:

• Understand recent and upcoming regulatory changes impacting custody for investment advisers in 2026.
• Identify common compliance challenges and pitfalls related to custody, and learn practical solutions to address them.
• Gain actionable strategies for implementing effective custody controls and improving your firm’s compliance program.

Speakers:

• Scott Winkler, Partner, Audit – Financial Services – Weaver
• Andy Green, Senior Compliance Officer – Standish Compliance Services, LLC
• Maryellen Maurer, Managing Director – Standish Compliance Services, LLC
• Matt Kiggins, Senior Sales Executive, Regional Director | Custody Services – Inspira Financial

This webinar is for all levels of business professionals, accountants and CFOs. Please note that CPE credit is not awarded for recorded webinars. Keep an eye on our events page, or sign up to receive invites for future webinars.