LoweDown Blog.
Insights on issues impacting the investment industry.
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Private markets meet the wealth channel: What financial marketers need to know
The Financial Communications Society’s Chicago chapter picked a timely topic for its summer “Cocktails with Content” gathering last week: the ongoing convergence of public and…
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SEC Marketing Rule—What is an advertisement?
Ahead of its two-year anniversary, Ben Bishop revisits the rule guiding advisory firm marketing.
Dialing back on the violent metaphors
Bulletproof portfolios? Pat Allen on hitting her limit on the terms we use that may help to normalize violence.
Titling your content in a way that doesn’t telegraph marketing content follows
Framing content in a self-serving way can inadvertently narrow your readership. Here’s how to avoid that.
Introducing the Visibility Grader: a PR/Marketing measurement tool just for asset managers
The customized tool can help mutual fund/ETF firms optimize their websites to support public relations and digital marketing goals.
Practical ideas for developing content when your team is small
Ben Bishop shares tips for creating quality content when your marketing and sales resources are limited.
A marketer’s heartfelt homage to mutual funds on their 100th
Sure, ETFs and SMAs promise to enhance investors’ experience. But, how about a nod to the mutual fund that got us all here.
Think in threes
Here’s a tool we use when thinking about core messaging or creating a message-triangle.
The investment industry stories we’ll remember from 2023
ChatGPT, the resurgence of fixed income, Taylor Swift, direct indexing, Future Proof and more make up our most memorable stories of the year.
A graphic designer’s pivot to marketing strategy: UMB Bank’s Jennifer Casanova
Recently we were pleased to welcome Jennifer Casanova, B2B marketing director for UMB Bank, to our office for a lunch ‘n’ learn discussion about effective…
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