LoweDown Blog

The investment industry stories we’ll remember from 2023

As the days count down to the end of 2023, we’re taking a quick random look back at some of the ongoing stories we’ll remember from the year. What would you add? We invite your comments below. A new co-worker. We all got a new co-worker this year as artificial intelligence capability in the form of ChatGPT and other tools swept through firms, with the potential [...]

By |12/07/2023|Content, Digital, News, Potpourri|

TikTok, not Google, is now the go-to for basic investment searches

Someday we'll think of these as simpler times—as in: “Remember when all we worried about was ranking in Google search?”  It’s becoming apparent that if you’re an investment firm hoping to use content to meet people—younger information-seekers in particular—you may need a TikTok strategy (posting and then optimizing) to be in the mix for investment-related searches that take place on that platform. Less relevant [...]

By |11/29/2023|Content, Digital|

Advisors continue to complain about asset manager websites—time to do something about it?

I rejected the report at first. Of course, I did, in solidarity with all who toil on asset manager websites. J.D. Power’s recent alarming research findings on mutual fund/ETF sites had me sputtering for a day or two. The 18 sites included in the benchmarking study are among the finest in the industry, representing most of the largest firms. But the data, based on [...]

By |11/16/2023|Digital|

Why not promote mutual funds, ETFs on LinkedIn?

One of my favorite all-time stories has to do with a fire alarm set off at 3 a.m. at the Disneyland Hotel in Anaheim. I was in the hotel, covering a National Association of Realtors convention. At the sound of the alarm, people in various states of “awokeness” emerged from behind their doors up and down the floor, trying to assess the level of [...]

By |10/26/2023|Digital|

The Broadridge whitepaper that explains a lot about the change underway in the fund industry

The best thing you could do right now is bounce from this post (go on, it’s fine) and download and read the full 24 pages of Broadridge’s recent whitepaper U.S. advisor-sold asset management: This time it’s personal. It’s a rich analysis of the fund industry and you’ll get value out of every word.  Still here? You’re welcome to read along with me. My notes [...]

By |10/19/2023|Digital|
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