LoweDown Blog.
Insights on issues impacting the investment industry.
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PowerPoint is a tool for these three jobs
Key takeaways: PowerPoint is a basic form of communication within RIA firms. It’s often used ineffectively-and can work against an investment professional’s message coming through…
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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Uh-oh, your 2025 market outlook’s already out of date
Key takeaways: The markets have reacted to the unprecedented wave of policy actions from the new Trump administration Some asset managers have already moved to provide updates to their market…
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
There has been a steady stream of FINRA settlements by financial firms related to their engagement with so-called “finfluencers.” The most recent firm to face a penalty was MooMoo, a…
Our 2025 book recommendations for investment communications pros
Fresh from the holiday break, it’s time for my annual book recommendations. I have a love/hate relationship with books. While I spend considerable time outside of work buried in them-sometimes…
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
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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