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.