LoweDown Blog.

Insights on issues impacting the investment industry.

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Kitces’ 2026 Marketing Study: The best marketers make advisors market less

 Kitces’ 2026 Marketing Study:  The best marketers make advisors market less  Marketing pays for itself, but most of the cost is people’s time.  Roughly two-thirds…

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A few marketing lessons from the 2026 Future Proof Festival

Larger-high growth advisory firms move beyond referrals and build real marketing functions once they break past the $5M revenue point Successful marketers combine digital strategies…

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Claude’s watermark: What it means for financial services content creators

Anthropic now watermarks Claude-generated text with an invisible, keyed word-selection pattern (no visible mark, no metadata)   Light editing of a Claude draft probably isn’t enough to avoid it; original…

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