Episode 123
Form ADV: How to Research Financial Advisory Firms (EP.123)
The Long Term Investor · Peter Lazaroff
October 25, 20238m 52s
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Show Notes
Just as you'd scrutinize a potential new car's specs or a house's foundation, your investments deserve the same diligence. The Form ADV Part 2 offers a panoramic view into the inner workings of an advisory firm, from its business practices to the individuals pulling the strings behind the curtains.
Listen now and learn:
- Where to find this important document
- Key points to examine carefully
- How to make well-informed decisions regarding financial relationships
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