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 .
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 .
The accelerating interest in sustainable, responsible, impact (SRI) investing is well documented. How can financial advisors appeal to the growing set of SRI clients without losing the trust of traditional investors? Download pdf
When it comes to Public Relations, our clients regularly ask us: how can our messages pepper the headlines? Successful PR requires the right mix of ingredients to make connections with targeted media. To find out more, download Part 1 of our series, What Do You Need To Get Into The Press?
To grow a professional services firm, marketing must be balanced with client needs and the day-to-day challenges of running the business. Longview Strategies developed this unique toolkit to guide the way to a formalized marketing plan.