We recently hosted a webinar on the upcoming 2017 changes to Form ADV. In response to the feedback from that session, we are offering a deeper dive into the separately managed accounts section and a recap of other key changes.
On the agenda:
For additional details please contact us: firstname.lastname@example.org or +1 (212) 576 1170
Download a PDF version of this invitation: 2017 Form ADV Changes & SMAs