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Insights on issues impacting the investment industry.
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Financial PR can do more
Public relations should be a strategic business function, especially at firms that are growing, exploring new markets, or trying to build a distinct and relevant brand.
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.
TikTok, not Google, is now the go-to for basic investment searches
The battle to capture investment term search traffic now extends to multiple fronts as searchers show a growing preference for short-form video explanations.
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…
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.
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…
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
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.
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