Wednesday, February 6, 2013

Reminder - Annual Renewals

Annual ADV Update Deadline coming soon.

Each registered investment advisor is required to update their ADV1 and ADV2 ("Disclosure Brochure") each year, regardless of whether they have material changes.

AdvisorAssist distributed an email with an online questionnaire to assist in completing this required task.

Your prompt attention to this requirement is appreciated to ensure we can provide a proper review of your materials.

If you have any questions on these requirements, please email us at


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