Although much has been written recently after the SEC adopted the changes to form ADV, I wanted to find an article or articlesÂ that summarized the changes in an easy-to-understand format. While searching for such documentation,Â I came acrossÂ this article, published by the law firm Winston & Strawn, LLP. I’m sure many of you are still wondering what it all means- this should help you make sense of the new changes. They provide a great summary of the dates to comply by, costs, and a bulleted summary of the changes.
You can link to the full text of the SEC documentÂ by going to the SEC site byÂ clicking here.