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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|

Active Managers Should Communicate Their Advantages Relative to Passive Investments…and Why Investors Shouldn’t Abandon Them

Many active fund managers are feeling beleaguered.  Media consensus nearly unanimously guides investor toward passively managed ETFs and funds and decry the shortcomings of active management. It is no wonder.  Passive funds have largely outperformed passive funds for 10 years running[i].  Mutual fund cash flows [...]

By | August 29, 2017|

Consider How LinkedIn’s “Mentioned in the News” Feature May Impact Your News Release Strategy

You may receive occasional emails from LinkedIn notifying you that you or one of your connections was mentioned in the news. These notifications are the result of LinkedIn’s automated “Mentioned in the News” feature, in which an algorithm searches for online news articles, and matches [...]

By | June 30, 2017|