LoweDown Blog.
Insights on issues impacting the investment industry.
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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”…
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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…
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…
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.
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.
Kudos to fund marketers: MICUS24 swag does not disappoint!
Jody Lowe reviews (and enthusiastically approves of) the tchotchkes featured at the Morningstar Investment Conference.
Among the many ways Milwaukee is not horrible: Its investment cred
Our beloved hometown is where many elite money managers thrive.
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.
Welcome to the investment industry, grads!
Mutual fund, ETF, advisory firms trump others on Marketing/Sales alignment, engagement and original content results.
Be more specific in describing your sustainable investment strategies
Practical suggestions for marketers and communications professionals seeking to connect with sustainable investors.
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