Current developments for the registered funds industry

At a glance

This Winter 2025 edition of current developments for the registered funds industry focuses on a quickly evolving industry and the impact these changes are having on management and boards. Featured articles include:

• Trust and Precision: The C-Suite's Role in Year-End Tax Reporting – discusses tax topics and general considerations for management and boards to focus on in the year-end reporting process.
• Navigating 2025 SEC Exam Priorities – discusses changes in SEC examination focus, as well as areas of focus given the regulatory changes that may arise due to a new SEC commissioner.
• Unleashing the transformative power of disruptive technology – highlights key points from PwC’s Asset and Wealth Management Revolution 2024 paper relating to the emergence of disruptive technologies and their impact on the asset management industry.
• Proposed ETF share class for mutual funds – discusses SEC comments and other issues related to proposed ETF share classes for mutual funds.

While growth and transformation can be positive, it is exceedingly important for management and boards to stay close to these changes and ensure the proper oversight is in place.