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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.

AI is revolutionizing industries, but misleading claims are rampant. Learn how the SEC combats AI washing and the importance of transparency for investment advisers.
Recently, The Texas Higher Education Coordinating Board (THECB) released updates and clarifications to rules adopted in June 2023 for FY 2024. The updates apply to FY 2025 and include changes in four areas: Credentials of Value, Fundable Credentials, High-Demand Fields, and Methodology and Process Changes.
Find out about the benefits RPA offers for monitoring and analyzing manufacturing operations in the second article of Weaver’s #BOTTHAT series.
Find ways to streamline the HR employee onboarding process through automation in the first article in Weaver’s #BOTTHAT series.
If FinCEN’s proposed rule is adopted, SEC Registered Investment Advisers and Exempt Reporting Advisers would be subject to FinCEN’s AML and CFT requirements.
The SEC staff report may lead to a revised definition which could create challenges for private funds’ investor qualification procedures and compliance program.
As artificial intelligence serves as a tool for scams, phishing and fraud, financial professionals must learn to use AI as a way to improve speed, scalability and threat intelligence.
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.
Weaver’s IT and Accounting Advisory leaders discuss new SEC cybersecurity rules and the use of generative AI. Learn more.
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.
Weaver can assist Texas community colleges in developing solid data analytics infrastructure to prepare for the transition to new state funding requirements.
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