LoweDown Blog.
Insights on issues impacting the investment industry.
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PowerPoint is a tool for these three jobs
Key takeaways: PowerPoint is a basic form of communication within RIA firms. It’s often used ineffectively-and can work against an investment professional’s message coming through…
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Marketing and communications professionals should know the new SEC Marketing Rule
The announcement of the first charges serve as a reminder: this rule is fundamentally different from what was expected.
9 head-turning charts, animations, images from investment firm marketers
These graphics make fixed income fabulous, give a 007 vibes to webcasts, and breathe new life into marcom tropes.
How mutual fund, ETF communicators sprang into action when SVB surprised
The Silicon Valley Bank crisis is the latest episode to test fund company communicators’ processes and systems.
How clients participated in the year’s biggest financial headlines
We always encourage clients to “use the news to get in the news,” and 2022 had no shortage of headlines that provided opportunities to showcase…
Advisor Perspectives: “Play to Your Strengths in Client Communications”
Most independent advisors want to differentiate themselves from their peers at larger firms by emphasizing personal perspectives in client communications. The problem is they’re short…
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.
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