Now that the Securities and Exchange Commission has made poring over client relationship summaries (Form CRS) a 2020 examination priority, advisors should be doubling down on how they describe their ...
On June 30, 2020, the Securities and Exchange Commission’s (“SEC”) new “relationship summary,” known as Form CRS, took effect. Form CRS — which broker-dealers and SEC-registered investment advisers ...
U.S. News Financial Connect, Inc. (“USNFC,” “we,” or “us”) is registered with the Securities and Exchange Commission (“SEC”) as an investment adviser. Brokerage and investment advisory services and ...
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