LoweDown Blog.

Insights on issues impacting the investment industry.

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Take off your glasses to see what’s ahead: Schwab Impact 2024

Jody Lowe’s report on the annual conference for fiduciary RIAs.

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Give in order to get: Leveraging expertise for PR and brand-building

Demonstrating one’s expertise by sharing what you know can help build your reputation and ultimately lead to opportunity

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Advisorpedia: “How AI Search Could Lead to a Boost in Visibility for Investment Firms”

You’ve likely read about the transformative potential of artificial intelligence (AI) in investment management. To the extent that AI is used for information queries, it…

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How AI search could lead to a boost in visibility for investment firms

This is big.  You’ve likely read and heard your fill of the transformative potential of artificial intelligence (AI) not just in the world but in…

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We have a different take on the canned ‘Share of Voice’ metric

Meaningful analysis of PR efforts requires reporting metrics that focus on impactful media outcomes.

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Keep your message triangle on replay

Here’s how to create a message triangle, or 3 top-line talking points, to keep you on point.

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Kudos to fund marketers: MICUS24 swag does not disappoint!

Jody Lowe reviews (and enthusiastically approves of) the tchotchkes featured at the Morningstar Investment Conference.

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Among the many ways Milwaukee is not horrible: Its investment cred

Our beloved hometown is where many elite money managers thrive.

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Your PR firm has a new owner—where does that leave you?

Jody Lowe comments on what to expect even during a transition—and when it may be time to reassess your partnership.

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