LoweDown Blog.

Insights on issues impacting the investment industry.

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Advisors continue to complain about asset manager websites—time to do something about it?

I rejected the report at first. Of course, I did, in solidarity with all who toil on asset manager websites. J.D. Power’s recent alarming research…

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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.

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A graphic designer’s pivot to marketing strategy: UMB Bank’s Jennifer Casanova

Recently we were pleased to welcome Jennifer Casanova, B2B marketing director for UMB Bank, to our office for a lunch ‘n’ learn discussion about effective…

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Calamos’ Bob Behan: A veteran distribution exec on leadership, management

The no-nonsense yet compassionate style that led to his team’s 50% year-over-year sales improvement—despite the COVID lockdown

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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.

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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.

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Why not promote mutual funds, ETFs on LinkedIn?

“Advertise where the people are”—advice that’s leading many investment firms to the industry’s favorite social platform.

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The Broadridge whitepaper that explains a lot about the change underway in the fund industry

Shifting product preferences, heightened differentiation, personalization all have implications for mutual fund, ETF marketers.

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Investment podcast directory update [October 2023]

Ten shows added and six dropped in the latest update to the Insider’s List of Investment Podcasts.

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