Dec 4, 2017
In an increasingly competitive and transparent marketplace, how can advisers effectively – and legally – balance the need to differentiate their firms with the rigors of compliance? InvestmentNews...
Longview Strategies and SOCIAL3 To Guide Investment Advisors Through Adoption of Sustainable, Responsible Impact Investing (SRI)
Oct 31, 2017
“Connecting with Impact” service provides hands-on direction and resources to advisors Longview Strategies and SOCIAL3 today announced the launch of a joint program...
Oct 12, 2017
Investment advisers are in a near constant balancing act between marketing and compliance. Longview teamed up with Klavens Law Group to examine the SEC’s most recent risk alert and...