Financial Services Resources
The financial services industry thrives on the value of relationships and relies on the experience and knowledge of trusted advisors to help them grow and maximize their investments. Withum Financial Services Team delivers a depth of knowledge and unparalleled service, making us the firm of choice in the financial services industry. We offer guidance to answer trending questions in the industry.
Reference Guides and Proformas
We also understand the importance of having resources easily accessible when you need them the most. When given the right tools, you have the ability to make smarter decisions and investments that yield success. We offer a number of guides to support your investment strategy.
Video Resources
Explore our Financial Services YouTube channel for insightful discussions on current trends in the Financial Services and Alternative Investment industries. Join Withum’s Financial Services team as they delve into emerging manager advice, first-time fundraisers’ insights, business migration strategies, and other relevant topics.
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Latest Video Series: The Alternative Route
Explore the dynamic realm of alternative investments through The Alternative Route video series. Delve into market shifts, investment strategies and operational insights through captivating conversations with industry thought leaders. Tune in to our latest episodes to discover how this series is your go-to guide to the asset management industry.
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Recent Insights
Colleen Fay Featured on PEI’s Data Dive Podcast
Form PF Could Get Lighter: What the SEC and CFTC Proposal Means for Private Fund Advisers
For more than a decade, Form PF has been one of the more demanding items on the private fund compliance calendar. That may be about to change. On April 20, 2026, the Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC) jointly proposed a set of amendments that would pull back a…
Fifth Circuit Reconsiders Who Counts as a Limited Partner
For years, businesses and tax advisors have searched for a clear answer to a deceptively simple question: When is a limited partner truly a “limited partner” for self-employment tax purposes? Earlier this year, the Fifth Circuit appeared to provide that answer, tying the analysis largely to a partner’s legal status and liability protection. Many taxpayers…