"[T]he SEC describes Form CRS as an additional disclosure that is no more than four pages with a 'mix of tabular and narrative information.' The Form would contain the following sections: [1] introduction, [2] description of relationships and services offered, [3] statement of the applicable conduct standard associated with the services, [4] fees and costs, [5] a comparison of brokerage and investment advisory services for firms that are not dually-registered, [6] conflicts of interest, [7] where additional information is available, including whether the firm or its registered representatives have reportable legal or disciplinary events and a contact for complaints, and [8] key questions clients should ask the firm's representative (or online question and answer in the case of robo-advisers and online-only broker-dealers)."  MORE >>