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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A 2023 holiday reading list for investment pros
Stripped from her Kindle and Audible reading lists, these are Jody Lowe's book recommendations for financial communicators.
The investment industry stories we’ll remember from 2023
ChatGPT, the resurgence of fixed income, Taylor Swift, direct indexing, Future Proof and more make up our most memorable stories of the year.
The only constant is change: Lowe Group celebrates 20 years of investment communications
PR firm founder Jody Lowe reflects on two decades of representing clients in the ever-evolving investment industry.
Making a statement at a time of global conflict: Many asset managers say ‘No, thanks’
Firms balance the instinct to weigh in on the market impact against the many complex issues surrounding the tragedy in the Middle East.
The easy day was yesterday—Schwab Impact 2023
Jody Lowe’s take on one of the biggest events of the year for RIAs, held this week in Philadelphia.
As capital inflows slow, PE firms need to get creative & proactive
In a fundraising environment that lifted all boats, private equity firms could afford to treat communications as an afterthought. Not anymore.
What to wear on TV? Make choices you won’t regret
Bright colors, patterns or noisy jewelry can detract from your message. Here are some tips for dressing for TV interviews.
Our intuitive framework for reporting and measuring on PR and digital marketing
As we wrap up the second quarter and begin the third, our reporting team is putting together reports for clients. Clients need to measure return…
Dive-bombed by negative news coverage? How to recover and move forward
As a recreational runner, I’ve had a lifelong fear of red-winged blackbirds. I’ve been divebombed numerous times seemingly out of the blue when a protectant…
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