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019: The Mysterious Form CRS
Manage episode 327412684 series 3294668
コンテンツは Kelly Palmer, Kelly L. Palmer, and CFA によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Kelly Palmer, Kelly L. Palmer, and CFA またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作権で保護された作品をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
You may have recently received a Form CRS from your investment adviser or a potential wealth manager that you know you should read over. Allow me to help! Even though the form is only 2 to 4 pages it can still be overwhelming. I will explain exactly what you should look for in the form including the 3 quick things to review if you have no time at all. If you are listening on Apple or Spotify, don't forget to give the show a review or rating. Thank you for your support!
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Important Disclosures: I am not a financial adviser. Information presented is for educational purposes only and should not be interpreted as financial advice. I am here to help you better your relationship with your own financial adviser, not to be one.
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