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020: The Even More Mysterious Form ADV
Manage episode 328067992 series 3294668
Treść dostarczona przez Kelly Palmer, Kelly L. Palmer, and CFA. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Kelly Palmer, Kelly L. Palmer, and CFA lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
Last week we tackled the Form CRS. Now let me introduce you to its friend, the Form ADV. You may have recently received a Form ADV from your investment adviser or a potential wealth manager that you know you should read over. Allow me to help! This form can be long, boring, and overwhelming. I will explain exactly what you should look for in the form including the 3 quick things to review if you have been with your adviser for a while and 3 more things to review if you are considering a new adviser.
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Important Disclosures: I am not a financial adviser. Information presented is for educational purposes only and should not be interpreted as financial advice. I am here to help you better your relationship with your own financial adviser, not to be one.
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