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Insights on issues impacting the investment industry.
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Morningstar conference regains its mojo
Last year’s kinks worked out, MICUS 2025 delivered good energy, presenters and Exhibit hall.
Earned media: The PR workhorse of visibility for ETFs, other investment products and services
Key takeaways: Earned media includes coverage or attention your firm gets that is not paid Research shows earned media is viewed as more credible than…
AI tools for financial PR, digital marketing: 5 takeaways from Office Hours
ChatGPT, Claude Sonnet 3.7, and Jasper.ai all discussed by Office Hours panelists and guests.
AI is changing financial PR…for the better
Matching the right journalist and sharpening the pitch, with help from the large language models, has never been easier.
Commenting on today’s volatility takes courage
Jody Lowe offers four lessons for offering insights to the media and others during uncertain times.
Insider’s list of investing podcasts [March 2025 update]
Eight new titles have been added to the Lowe Group’s Insider’s List of Investing Podcasts.
PR tips for financial advisors: How to secure earned media coverage
Reporters like to quote smart financial advisors who can help them navigate personal finance topics.
Interviews by email? Not always a good idea
Making a bigger investment in time and connection leads to richer, more engaged interviews.
Uh-oh, your 2025 market outlook’s already out of date
Updates, revisions, interim commentaries—all offer additional opportunity to advance your perspective and drive engagement.
The crisis communications toolkit for investment firms
Whether it’s the death of a founder or key exec, a regulatory lapse, a fraud or financial crime, a data breach or workplace violence, you need to be prepared.
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