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Steven stone and wrap fee programs form

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The document discusses the evolution and regulatory framework of wrap fee programs and separately managed accounts (SMAs) in the investment advisory industry. It highlights the growth of these programs, which bundle various financial services for clients under a single fee structure, and outlines the regulatory requirements under federal securities laws, including the Investment Advisers Act of 1940. The document also addresses current issues such as suitability obligations for sponsors and portfolio managers, trading practices, disclosure requirements, and performance presentation standards. Additionally, it examines mutual fund asset allocation programs and model portfolio arrangements, emphasizing the complexities of advisory relationships and compliance with regulations.

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