LoweDown Blog
3 words for new ETF issuers: Go all in
Recent Fuse research cited by Ignites.com (subscription required) illustrates just how daunting it is to launch a successful ETF. Through May 29 of this year, at the same time as there have been 258 launches, nearly two-thirds as many (174) were shuttered. Since 2014, the data is even worse with 5,222 launches and 4,654 closures. There is a reason Bloomberg’s Eric Balchunas refers to [...]
Your PR firm has a new owner—where does that leave you?
About once a month, I receive emails from private equity firms looking to purchase Lowe Group. Recently, we saw that one of the leading financial communications agencies was absorbed by a larger PR firm backed by private equity. We have no intention of selling and love what we do, but it got me thinking about what consolidation in the industry might mean. As a [...]
Welcome to the investment industry, grads!
It’s that time of year—when LinkedIn is overridden with group photos of the bright and shiny faces of the incoming classes of new employees and interns fortunate enough to be starting their careers in the investment management industry. If you’re a manager responsible for onboarding new communications professionals, it all falls on you to assure the newcomers get off to a strong start: Scheduling [...]
After 17 years of ‘advancing the conversation,’ Huebscher bids farewell to Advisor Perspectives
A chapter closes today when Bob Huebscher signs off from Advisor Perspectives, the ground-breaking publication he founded 17 years ago. AP was established at a time when consumer and trade publishing was being disrupted by web 2.0 trends and technologies that enabled users to generate content alongside brands and publishers. In the wake of the Great Financial Crisis, as financial advisors sought to step [...]
The news embargo: a real-time case study
On Tuesday Barron’s broke the story about Ron Carson, the founder of the Omaha-based RIA Carson Group, stepping down from his CEO role. Carson posted a video to LinkedIn that he had recorded a week earlier, announcing he had shared his story with Barron’s on embargo. While he went on to discuss his plans to focus on conscious capitalism and perfect the ultimate [...]