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
New York
