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Fireside Chats, Frozen Custard and the Future of Financial PR
Fireside chats with a journalist and a client gave us fresh perspectives on reporting, AI and what makes a great agency partner. Team visioning focused…
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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…
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…
What’s Top of Mind for Advisors? Looking forward to finding out next week at Future Proof Citywide
A few of us from Lowe Group are headed to Miami Beach next week for Future Proof Citywide, the high-energy financial festival for advisors. The…
How financial firms can become trust brokers: Communications strategies to build trust in an insular world
Key Takeaways: The 2026 Edelman Trust Barometer shows people are increasingly insular, trusting only their close circles while distrusting institutions like government and media. Financial…
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