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May 12, 2021 | Alternative Investment Funds | Investment Industry Tax | Mutual Funds | Registered Investment Advisers

How to Minimize Tax on Separately Managed Investment Accounts with Nondeductible Expenses

by Robert Velotta

April 29, 2021 | Alternative Investment Funds | Collective Investment Trusts | Digital Assets | Exchange-Traded Funds | Fund Service Providers | Investment Company Audits | Master Limited Partnership Funds | Mutual Funds | Registered Investment Advisers

Investment Industry Wire | April 2021

by Lori Novak

January 25, 2021 | Alternative Investment Funds | Collective Investment Trusts | Digital Assets | Exchange-Traded Funds | Fund Service Providers | Investment Company Audits | Master Limited Partnership Funds | Mutual Funds | Registered Investment Advisers

Investment Industry Wire | January 2021

by Keren Nass

October 28, 2020 | Investment Company Audits | Registered Investment Advisers

SEC Modernizes Auditor Independence Rules

by Syed Farooq

October 19, 2020 | Alternative Investment Funds | Collective Investment Trusts | Digital Assets | Exchange-Traded Funds | Fund Service Providers | Investment Company Audits | Master Limited Partnership Funds | Mutual Funds | Registered Investment Advisers

Investment Industry Wire | October 2020

by Julie Lowry

July 21, 2020 | Alternative Investment Funds | Collective Investment Trusts | Digital Assets | Exchange-Traded Funds | Fund Service Providers | Investment Company Audits | Master Limited Partnership Funds | Mutual Funds | Registered Investment Advisers

Investment Industry Wire | July 2020

by Julie Lowry

September 04, 2019 | Alternative Investment Funds | Business Valuations | Mutual Funds | Private Equity | Registered Investment Advisers

2 Topics Investment Companies Should Understand in AICPA’s New Valuation Guidance

by Alex Hocking

July 09, 2019 | Assurance | Registered Investment Advisers

9 Notable Changes to Final 2020 Global Investment Performance Standards (GIPS)

by Lindsay Selick

September 20, 2018 | Assurance | Registered Investment Advisers

GIPS 2020 Clarifies Standards, Makes Significant Changes

by Lindsay Selick

July 27, 2017 | Assurance | Registered Investment Advisers

Guidance Statement on Broadly Distributed Pooled Funds Provides Clarity

by Lindsay Selick

June 20, 2017 | Assurance | Exchange-Traded Funds | Fund Service Providers | Master Limited Partnership Funds | Mutual Funds | Registered Investment Advisers

PCAOB Adopts New Auditor Reporting Standard for U.S. Public Companies

by Peggy McCaffrey

March 16, 2017 | Assurance | Registered Investment Advisers

Custody Rule Clarified: SLOAs Mean RIAs Have Custody of Client Assets

by Mark Schikowski