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Form ADV Reporting and Disclosure Amendments: Are You Ready for What Lies Ahead?

Presented by The Knowledge Group
Webinar | January 18, 2018

David Dickstein, a partner in the firm's Financial Services practice, will participate in the "Form ADV Reporting and Disclosure Amendments: Are You Ready for What Lies Ahead?" webinar at 3:00 p.m. (ET) on Thursday, January 18. The webinar will involve an overview of the new Form ADV reporting and disclosure requirements, including the following key topics:

  • 2016 Form ADV Amendments
  • Key Changes:
    • Separately Managed Accounts
    • Advisory Business
    • Umbrella Registration
  • Additional Disclosure Amendments
  • Transition Guide
  • What Lies Ahead

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