InvestmentNews: How to balance marketing and compliance

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 published guidance on the topic from Longview’s Evan Zall and Klavens Law Group’s Lauren Caplan; read more here . 

Longview Strategies and SOCIAL3 To Guide Investment Advisors Through Adoption of Sustainable, Responsible Impact Investing (SRI)

  “Connecting with Impact” service provides hands-on direction and resources to advisors Longview Strategies and SOCIAL3 today announced the launch of a joint program designed to provide investment advisors with the framework they need to implement sustainable, responsible, and impact investing (SRI) practices. “Connecting with Impact” offers three levels of programming to help advisors create a foundation...

Longview Insight: Marketing with Compliance in Mind

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 provide tips on marketing with compliance in mind. Learn more in our insight paper,  Three Ways Investment Advisers Can Market With Compliance In Mind .  

Longview Strategies Retained By Sunwealth As Marketing Partner

Longview is thrilled to be working with Sunwealth, an innovative solar investment firm that curates pools of high-performance commercial solar projects to deliver abundant renewable clean energy to diverse communities. Sunwealth provides a progressive investment model, with pooled solar projects that combine installations for commercial buildings, nonprofits, and low-income areas that would not otherwise have access to the...