LoweDown Blog.

Insights on issues impacting the investment industry.

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The specific considerations for investment brands in AI search

PR efforts to date should benefit the brand, but LLMs are struggling reading many mutual fund, ETF product pages.

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Future Proof Citywide: A refreshing, productive event  

The highlight of the upstart conference: one-on-one meetings that facilitate connection between advisors and other participants.

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Insider’s list of investing podcasts [March 2025 update] 

Eight new titles have been added to the Lowe Group’s Insider’s List of Investing Podcasts.

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PR tips for financial advisors: How to secure earned media coverage 

Reporters like to quote smart financial advisors who can help them navigate personal finance topics.

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Interviews by email? Not always a good idea 

Making a bigger investment in time and connection leads to richer, more engaged interviews.

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ETFs adoption by retail investors accelerates fund marketing’s rotation to B2C

Asset management websites, in particular, increasingly serve professional and retail investors.

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Home offices’ growing interest in active ETFs

CFA Society of Chicago/Women in ETFs panel discussion provides an update on national account gatekeeper due diligence.

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A little inspiration for writing about investor tax topics

Don’t let uncertainty keep you from communicating. Preview changes in something you write ahead—and then be quick to comment when more is known.

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Uh-oh, your 2025 market outlook’s already out of date

Updates, revisions, interim commentaries—all offer additional opportunity to advance your perspective and drive engagement.

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