Introducing our insider’s list of recommended investment podcasts

Today we’re excited to share our recommendations of podcasts for those working in the investment industry in the broad roles of managing money, providing investment advice, or providing or using financial technology. The Lowe Group Insider’s List of Investment Podcasts has been many years—and many ears—in the making. Others have preceded us with their own “best investing” or “best [...]

By |2023-05-16T09:31:46-05:0004/25/2023|

Not dead yet: Legacy planning to prepare for the expected–and sometimes unexpected–death of a key leader

The TV series Not Dead Yet features a journalist turned obituary writer who is visited by the ghosts of her subjects. Like the fictional character, real life obituary writers sometimes write about their famous subjects while they are still alive. While it may sound creepy, it’s not a bad model for comms professionals who may be faced with sharing [...]

By |2024-03-03T14:30:47-06:0004/20/2023|

Financial advisors are leaving Twitter, even as FinTwit appears to thrive

Financial advisors’ usage of Twitter has fallen to a level not seen since 2014 and less than half that in 2021. Just 23% of advisors now say they use Twitter, according to the latest Putnam Investments’ latest research. Putnam Social Media Director Jayme Lacour confirmed this includes active (tweeting) and passive (no posting, just reading) use. As you can [...]

By |2024-03-03T14:31:02-06:0004/13/2023|

Updated: Crisis communication tips from Teddy Roosevelt

Author’s note: As local and national officials struggled to respond to the recent Norfolk Southern train derailment in Ohio and its effects, it reminded us of another public official, Teddy Roosevelt, who faced and effectively averted a different public crisis. We are revisiting this blog which is among the most popular we’ve published.  Best-selling author and historian Doris Kearns [...]

By |2024-03-03T14:31:23-06:0004/06/2023|
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