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To grow in this industry today requires:

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Strategic
thinking

Impeccable
execution

Connection to
the community

Enduring
relationships

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The latest Insights from Lowe Group.

finfluential - a Lowe Group publication

Centers of Finfluence Survey 2026: Ranking the finfluencers financial professionals actually follow

The term “finfluencer” conjures images of YouTube thumbnails and TikTok videos, but there’s a parallel universe of influence happening among financial services professionals. Consumer facing…

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From referrals to systems: what modern advisor marketing requires 

Organic growth at wealth firms historically was built on referrals. That era isn’t over, but it’s eroding – particularly with younger clients who are far…

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What separates good from great in media training? 

Lowe Group has trained hundreds of financial executives to prepare them for live interviews on CNBC or podcasts, in-person interviews with reporters at the Wall…

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driven

Driving financial PR, digital and content marketing results for the investment industry, including asset managers, ETF issuers, wealth managers, RIAs, wealthtech/advisortech providers & firms specializing in alternative and sustainable investments.

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Asset Managers

See and be seen with the
Lowe Group Visibility Grader

Visibility is what drives most opportunities online. Effectiveness in digital marketing—and public relations, too—assumes visibility. What grade would your firm get?

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Insider’s List of Investing Podcasts

What are the best investing podcasts for those working in the investment industry, whether managing money, providing investment advice, or providing or using financial technology?

Lowe Group Insider’s List of Investment Podcasts is a filterable, sortable, searchable directory of our recommendations as listeners and content partners.