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Reviewing Form ADV Filings 101 2025 Insights and Tech Tools

Reviewing Form ADV Filings 101: 2025 Insights and Tech Tools

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.

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