Client Relationship Summary: Who Exactly Needs to Receive a Form CRS?

Los Angeles partner Fred Reish and Florham Park counsel Joan Neri collaborated on “Client Relationship Summary: Who Exactly Needs to Receive a Form CRS?” in the May/June 2020 edition of PLANADVISER magazine, in which they provide answers for investment advisers as to whether individuals need to receive a client relationship summary (Form CRS) for their workplace retirement plan accounts.

Read “Client Relationship Summary: Who Exactly Needs to Receive a Form CRS?”