LoweDown Blog.
Insights on issues impacting the investment industry.
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SEC Risk Alert: 3 Takeaways on Testimonials for Marketing Teams
Key Takeaways: Disclosures must be visible and prominent at the time a testimonial is presented to meet SEC requirements. Unpaid client testimonials remain subject to…
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Embracing an AI native financial communications effort
Key Takeaways: AI is transforming financial communications by automating research, media outreach strategies, and content planning to boost productivity. Human oversight is vital to ensure authenticity, accuracy,…
Four takeaways about AI’s rapidly changing impact on financial PR
Key Takeaways: AI answers are increasingly citing news releases and journalistic outlets, making consistent, high-quality earned media and press releases more valuable than ever for…
2025 → 2026? Eight predictions for the financial news coverage in the new year
Key Takeaways: Media interest in 2025 centered on the rise of ETFs, growing advisor focus on alternatives, AI’s expanding influence, and the effects of new…
Sustainable investing communication strategies for 2026
Key Takeaways: Sustainable investing remains resilient despite political pushback and still represents a meaningful share of the US market. To reach and engage interested investors,…
From agency leader to in-house PR executive, Melissa Murphy’s career highlights the importance of relationships
Lowe Group wrapped up our 2025 team retreat a few days ago and, as in past years, we got to spend time together learning, planning,…
Eight examples of RIAs raising visibility upmarket
Key Takeaways: Focus on reaching attorneys, CPAs and other professional advisors to high-net-worth and ultra-high-net-worth clients. If you serve a niche audience, look for media opportunities in publications that…
Reasons to be optimistic: Schwab leaders and management guru Simon Sinek address high-energy RIA audience at Schwab Impact 2025
Key Takeaways: Schwab CEO Rick Wurster highlighted the continued growth of new RIA firms and encouraged advisors to capitalize on the “bull market in convenience”…
Before & beyond the launch: PR helping ETF sponsors cut through the noise when introducing share classes and active strategies
Key Takeaways: The SEC’s preliminary approval for dual share class ETFs opens doors for innovation communications around future launches ETF sponsors should focus on early…
Asset and Wealth Management conference season PR and outreach playbook
Key Takeaways: Pre-conference preparation is crucial: Set clear goals, schedule media interviews and one-on-one meetings, create preview content, and coordinate any booth “activations” around high-traffic…
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