LoweDown Blog.
Insights on issues impacting the investment industry.
The Latest
Reasons to be optimistic: Schwab leaders and management guru Simon Sinek address high-energy RIA audience at Schwab Impact 2025
Key Takeaways: Schwab CEO Rick Wurster highlighted the continued growth of new RIA firms and encouraged advisors to capitalize on the “bull market in convenience”…
Most Popular
ETFs adoption by retail investors accelerates fund marketing’s rotation to B2C
Asset management websites, in particular, increasingly serve professional and retail investors.
Home offices’ growing interest in active ETFs
CFA Society of Chicago/Women in ETFs panel discussion provides an update on national account gatekeeper due diligence.
Uh-oh, your 2025 market outlook’s already out of date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.
ETF issuers, what’s your strategy to reach $100 million?
Follow these suggestions from Jody Lowe to raise the minimum AUM to achieve viability.
Why you can’t let Compliance ban influencer partnerships
The investment industry has long worked with influencers—and to the industry’s benefit.
Our 2025 book recommendations for investment communications pros
Jody Lowe starts off the new year with her annual reading list.
Take off your glasses to see what’s ahead: Schwab Impact 2024
Jody Lowe’s report on the annual conference for fiduciary RIAs.
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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