LoweDown Blog
A Shout-out to ETF marketing, sales teams at the 30-year mark
The SPDR S&P 500 ETF (SPY) celebrated its 30th anniversary this week, and everybody who’s anybody has weighed in with fascinating reminiscences about how the idea set what had been a complacent mutual fund business on fire. More than the anniversary of a single product, Jan. 22, 1993, was the start of an industry that’s grown from SPY’s original investment of $6.5 million to [...]
Considerations for tweeting in a time of Twitter turmoil
Everyone’s talking about Elon Musk’s Twitter takeover, but do you know what that means for your firm’s account? Without commenting on Musk’s business strategy, his bold actions, such as changes in verification process including the Twitter Blue launch and an overhaul of moderation policies, have caused many of our clients to wonder what a Musk-led Twitter might mean. As you think about how this [...]
Observations on effective social media programs
During a recent call with a client we admire for its strong thought leadership and social media outreach, we spent a few minutes discussing the goals of social media communications. Are successful social media programs measured mainly by an increase in sales or leads added to the pipeline? That is one measure. But in our experience, a successful program does so much more. In [...]
SEC Marketing Rule: Implications for news releases that promote third-party ratings and rankings
The window of time for SEC-registered investment advisors to conform to the new SEC Marketing Rule is drawing to a close. The new regulation became effective in May 2021 with an 18-month transitional period for RIAs to modify their compliance practices prior to enforcement. Starting Nov. 4, the SEC requires adherence to the new rules. Here we focus on implications for RIAs seeking to [...]
Are you looking to gain more traction with your social media posts? Start with your own team
When our clients ask us how to increase their social media reach and engagement, we counsel them to look first at whether and how much their own employees share and like their corporate or thought leaders’ posts. The Twitter and LinkedIn algorithms that determine what is shown on a user’s feed favor posts that quickly attract high levels of engagement. That means the more [...]