LoweDown Blog.
Insights on issues impacting the investment industry.
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Private markets meet the wealth channel: What financial marketers need to know
The Financial Communications Society’s Chicago chapter picked a timely topic for its summer “Cocktails with Content” gathering last week: the ongoing convergence of public and…
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“Meet the Milwaukee Business Journal’s 2026 Women of Influence”
Today, the Milwaukee Business Journal’s editor-in-chief Timothy Gibbons covered the event honoring 25 “Women of Influence” in the Milwaukee area, including Lowe Group president and…
What actually sets asset managers apart in 2026 (Hint: it’s not just performance)
Asset managers facing fee compression and looking for ways to protect margins might want to take a look at a report from Coalition Greenwich, a…
What does a ‘Midwest Sensibility’ mean for financial PR (and why it’s not about geography)
I’ve been told our firm has a Midwest sensibility, and I believe it is true. None of us grew up on a farm, but a…
What Morningstar really wants from fund managers
A recent panel at the Morningstar’s Investment Conference offered insight about the firm’s process and approach to evaluating fund managers. The panel consisted of several…
The financial communications niche
It’s official–The Lowe Group has moved up from #20 to #18 on O’Dwyer’s list of top PR firms specializing in finance. When I launched the…
Centers of Finfluence Survey 2026: Ranking the finfluencers financial professionals actually follow
The term “finfluencer” conjures images of YouTube thumbnails and TikTok videos, but there’s a parallel universe of influence happening among financial services professionals. Consumer facing…
From referrals to systems: what modern advisor marketing requires
Organic growth at wealth firms historically was built on referrals. That era isn’t over, but it’s eroding – particularly with younger clients who are far…
What separates good from great in media training?
Lowe Group has trained hundreds of financial executives to prepare them for live interviews on CNBC or podcasts, in-person interviews with reporters at the Wall…
Four financial stories we’re watching this week on AI, ETF share classes, digital assets and RIA M&A
We at Lowe Group are constantly thinking about the topics affecting our financial service clients. This week, we wanted to share a few articles we…
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