LoweDown Blog.
Insights on issues impacting the investment industry.
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The Rise of Advisor Finfluencers
The term Finfluencer usually brings to mind social media and online influencers like Humphrey Yang and Dave Ramsey. In fact, there is a whole world…
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Vanguard ban on bitcoin ETFs [A communications case study]
With ample time and opportunity to be proactive, the firm chose to be reactive.
ETF marketing gone wild: The spot bitcoin launch
Are you ready for this? Today ETF marketing takes its place in the spotlight to an extent not seen before in recent history, if ever….
Our take on what’s ahead for investment industry digital marketers in 2024
Skill development, brand-building, social network hoop-jumping, and fighting the forces conspiring to prevent email delivery all loom large in 2024.
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.
TikTok, not Google, is now the go-to for basic investment searches
The battle to capture investment term search traffic now extends to multiple fronts as searchers show a growing preference for short-form video explanations.
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…
Calamos’ Bob Behan: A veteran distribution exec on leadership, management
The no-nonsense yet compassionate style that led to his team’s 50% year-over-year sales improvement—despite the COVID lockdown
Why not promote mutual funds, ETFs on LinkedIn?
“Advertise where the people are”—advice that’s leading many investment firms to the industry’s favorite social platform.
The Broadridge whitepaper that explains a lot about the change underway in the fund industry
Shifting product preferences, heightened differentiation, personalization all have implications for mutual fund, ETF marketers.
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