LoweDown Blog.
Insights on issues impacting the investment industry.
The Latest
Future Proof Citywide takeaway? PR is the AI infrastructure for RIAs
Key Takeaways: AI was the dominant theme at Future Proof Citywide, with advisors intrigued but also cautious about rapid technological change, compliance risks, and the…
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Industry awards: apply or not?
A colleague once received an email from an awards organization announcing that their client had won an award titled “Best Asset Manager in Wisconsin.” The…
The New York media trip: Taking investment pros on the road
Your market strategists and rockstar portfolio managers frequently get to New York where many in the financial media live and work. Taking advantage of their…
Best practices for sharing news releases
Take every opportunity to leverage the impact of your firm’s news.
Get the hit: 11 tips to land broadcast appearances
Advice from a PR expert on how to score with financial news and podcast networks.
Newsrooms are diverse—and journalists want diverse sources too
On male-dominated Wall Street, diversity includes females as well as BIPOC and LGBTQ+ voices).
After 17 years of ‘advancing the conversation,’ Huebscher bids farewell to Advisor Perspectives
The groundbreaking publisher reflects on how he built and monetized a highly engaged online financial advisor community.
The news embargo: a real-time case study
Ron Carson’s embargoed announcement prompts some thoughts from PR pro Jody Lowe on how to manage a big story.
Lessons from the trenches: what to expect when you are asked to attend media training
Lowe Group training is designed to keep you from going rogue so Marketing and Sales can leverage your media appearance.
On compliance and media interviews: How a well written media policy helps investment firms avoid pitfalls
Mutual fund, ETF managers benefit from guardrails on citing holdings, quoting performance, and repurposing media mentions.
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