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“The Lowe Group has been our partner for more than a decade. Their deep asset management and financial services experience and longstanding media relationships have led to important outcomes for Baird. They are a key part of our team.”

Angela Pittman Taylor, Senior Vice President, Robert W. Baird & Co.

Recent Blog Posts

New Form ADV Requirements Now in Effect—List of Corporate Social Media Accounts Required

As of October 1, the SEC has revised the questions in Form ADV based on its rule release IA-4509. One key area of revisions relates to social media. The SEC’s summary of all ADV changes is available here. The following screen shot from that PDF [...]

By | October 2, 2017|