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<p><span>Form CRS is a brief relationship summary designed to help retail investors make informed choices regarding what type of relationship&mdash;brokerage, investment advisory, or a combination of both&mdash;best suits a retail investor&rsquo;s particular circumstances and investment objectives. SEC-registered broker-dealers and investment advisers (each, a &ldquo;firm&rdquo;) offering services to retail investors must file with the Commission and provide to retail investors a relationship summary containing plain English disclosures on specific topics under standardized headings and in a prescribed order. The relationship summary is intended to promote transparency, comparability and better-informed decision-making, through clear, concise disclosures, and by summarizing in one place selected information about a particular firm. This format is designed to allow retail investors to more easily compare different firms&rsquo; services, fees, conflict

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