NetX360 Marketing Center Overview Video Available

Want to increase your productivity and support your business growth? Watch our latest video to learn what the NetX360 Marketing Center platform has to offer to address your needs for growth, productivity, succession planning, tax support and compliance. 

Go Digital: Learn to Operate More Efficiently

Looking to operate more efficiently in today's digital world? We've synthesized our recommendations into an easy-to-use guide, Operating Efficiently in Today's Digitally Driven World, that can help your firm adopt best practices - including electronic methods and processes around eDelivery, eSignature, account opening and other processes - to improve the experience for both advisors and investors.

Lockwood Commentary: Give the COVID War a Chance

In America's war against COVID-19, major U.S. institutions have collectively unleashed more economic stimulus than at any time in the nation's history. Lockwood CIO Matt Forester explores how vaccines, technological innovations and more may help us get out of the pandemic funk.

Investor Marketing Materials Available for Customization

You can now download customized, high resolution PDFs of investor-facing materials at no charge to help keep clients engaged and support digital communications.

Reminder: Nominate an Advisor Who Is Making a Difference

Do you know an advisor who has made a remarkable difference through service to a non-profit? Submit a nomination for the 2021 Invest in Others Awards to give them, and their favorite charity, the recognition they deserve. Winners will receive a charitable donation of up to $75,000. Nominations are accepted at until April 2. Please share this flyer within your firm!

New Lockwood Investment Insights Commentary

What does baseball's "Gashouse Gang" from the 1930s have to do with today's economy? Find out in the latest Investment Insights commentary. Lockwood Chief Investment Officer, Matt Forester, discusses invisible variables in the economy and their potential impact on the markets the rest of the year.

One Critical Tech Tool Driving Wealth Management Growth

Investor expectations are changing. They expect access to information and sophisticated tools to manage their finances. As a result, they are leveraging technology for a more personalized, relevant and collaborative relationship with their advisors. Going digital is no longer a luxury but a requirement for wealth management success moving forward. View this article to learn the critical tools needed to go digital and drive growth.