WEBINAR: 2026 Compliance: Preparing for ADV Filing Season and Annual Reviews for Investment Advisers

Join FiSolve for a one-hour webinar focused on Form ADV filing requirements and annual compliance reviews under Rule 206(4)-7 of the Investment Advisers Act of 1940. Moderated by FiSolve’s Founder and CEO, Steven Yadegari, this session features insights from FiSolve team members Samantha Bonamassa and Megan Druss. Together, they share practical guidance on regulatory expectations, best practices, and key issues to help firms prepare for upcoming 2026 compliance obligations.

Watch the webinar to learn more…