Seward & Kissel’s 2023 New Manager Hedge Fund Study evaluates newly formed hedge funds sponsored by new U.S.-based managers entering the market. Download PDF…

FORVIS: Learn about changes in the SEC’s final rule modernizing the internet investment advisers exemption. Read more…

FORVIS: Given the growing risk of cybersecurity threats, the SEC issued a proposal on February 9, 2022 that would create new rules to enhance cybersecurity preparedness and improve the resilience of investment companies and advisers against attacks. Read more…

FORVIS: On February 8, 2024, the SEC and the Commodity Futures Trading Commission jointly adopted a second set of Form PF amendments that covers private funds, commodity pool operators, and commodity trading advisors. Read more…

FORVIS: The Inflation Reduction Act (IRA) contains many clean energy tax provisions, each with nuances that impact what you may qualify for and how much benefit you or your business can potentially receive. Avoid spending significant time researching every aspect of the IRA, and get started with TaxCred PRO for Clean Energy from FORVIS. Read more…

New York-based IPA 100 firm Citrin Cooperman has announced the acquisition of Keefe McCullough & Co. of Fort Lauderdale, Fla., a full-service tax, attest and business advisory firm, effective Feb. 1, 2024. Read more…

FORVIS: 2024 SEC Outlook – Funds & Asset Managers

This article highlights newly effective regulation and provides an overview of final rules issued last year, along with updates on significant outstanding proposals. Read on to learn about key regulatory updates that may affect asset managers and funds in the current reporting period. Read more…

FORVIS: 2024 SEC Outlook

Asset managers and funds face a tidal wave of new regulation in 2024 and beyond. This article highlights newly effective regulation and provides an overview of final rules issued last year, along with updates on significant outstanding proposals. Read more…

FORVIS, one of the nation’s leading assurance, tax, and consulting firms, today announced revenue of $1,685,539,000 for the fiscal year ending May 31, 2023. This represents a growth rate of greater than 13% over the previous fiscal year and places FORVIS as the eighth largest U.S. firm. Revenues grew in each of the firm’s three major service lines and its 10 core industry practices. Read more…

Ironhold Capital: As advancements in AI continue to occur throughout various industry sectors, understanding its implications now and in the future is crucial. The potential that AI related tools and companies have for investing are significant and has already impacted the markets today. Amidst all the noise, AI has real benefits that will change the world of investing. Read more…