Form 13F Filing Service for Financial Advisors
By Aryn Sands
Michael Kitces, an investment advisor/financial planning expert, recently shared this article on his site. Our firm reached out to Mr. Kitces in January of this year expressing our concerns that a lot …
Continue Reading about ETF Investing and SEC’s 13F Reporting Requirements →
By Aryn Sands
1. Generally, the three most common validation errors you will see on the EDGAR site are incorrect schema in the XML build (columns in the wrong order, or unexpected outputs in a column, etc.) the …
Continue Reading about Form 13F XML Validation Errors on EDGAR →
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