As an audit committee member, it is crucial to understand your role in ensuring the quality and reliability of your fund's financial reporting. The Public Company Accounting Oversight Board (PCAOB) has provided a new staff Spotlight, offering a comprehensive list of questions for audit...
Read MoreIn October 2022, the SEC adopted new rule and form amendments that, in part, required mutual fund and exchange-traded fund (ETF) managers to provide investors with a Tailored Shareholder Report (TSR). The goal is to provide a more concise and digestible format to retail investors, specific to...
Read MoreThe pace and intricacies of regulatory change in the investment industry are, at times, nothing short of overwhelming. Yet, organizations in this space need to have a clear understanding of evolving regulations, their timing and overall impact. To help you stay up to date, below is Cohen...
Read MoreThe pace and intricacies of regulatory change in the investment industry are, at times, nothing short of overwhelming. Yet, organizations in this space need to have a clear understanding of evolving regulations, their timing and overall impact. To help you stay up to date, below is Cohen...
Read MoreCohen & Co is proud to announce Tracy Whetstone, CPA, has joined the firm’s Chicago office as an assurance partner.
Read MoreIn today’s world, the ability to obtain clear, relevant and timely information is crucial to making informed decisions. This week, the Securities and Exchange Commission (SEC) continued its push to modernize shareholder reporting for mutual funds and exchange-traded funds (ETFs), also known...
Read MoreAfter two years of virtual Cohen Client Conference experiences, we were able to reunite in person this year in Nashville, Tennessee, allowing us to learn and connect in an interactive environment that can’t truly be replicated virtually. The group represented registered funds, investment...
Read MoreTo help you stay up to date with evolving investment industry regulations, their timing and overall impact, read our recap of the latest developments at the SEC, PCAOB and FASB.
Read MoreTo help you stay up to date with evolving investment industry regulations, their timing and overall impact, read our recap of the latest developments at the SEC, PCAOB and FASB.
Read MoreThe pace and intricacies of regulatory change in the investment industry are, at times, nothing short of overwhelming. Yet, organizations in this space need to have a clear understanding of evolving regulations, their timing and overall impact.To help you stay up to date, below is Cohen & Co...
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