SEC Changes to Form ADV Adopted

Although much has been written recently after the SEC adopted the changes to form ADV, I wanted to find an article or articles that summarized the changes in an easy-to-understand format. While searching for such documentation, I came across 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 document by going to the SEC site by clicking here.