In our latest webinar, “Reviewing Form ADV Filings 101: 2025 Insights and Tech Tools,” we explored how technology and structured filing datasets can highlight trends and benchmarks, help build a risk framework, improve the review process for filings, and document your reviews through automated workflows.
Key Takeaways Include:
- Webinar poll results
- 2025 insights from ADV filings
- Emerging DRP trends
- Service provider league tables
- Skin-in-the-game benchmarks and much more
- Examples of Gen AI prompts to review Part 2 brochures
We’ve now made the takeaways and the full webinar recording available for you. To read these topics in detail, download the full takeaways below.
To access the full webinar and key takeaways, fill the form below.
