LoweDown Blog.
Insights on issues impacting the investment industry.
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Morningstar conference regains its mojo
Last year’s kinks worked out, MICUS 2025 delivered good energy, presenters and Exhibit hall.
4 must-reads if your job involves reaching and engaging financial advisors
Mutual fund and ETF marketers, sales and BI teams all would benefit from this commentary on the evolving challenge of serving third-party distributors.
Financial PR and digital marketing: How they work together
The two disciplines intersect on speed to market communicating, content, distribution, reach, segmentation, amplification, measurement, etc.
Meet the team: An interview with Connie Hanson
Up close and personal with Lowe Group’s Business Operations & Client Reporting Manager.
A shout-out to ETF marketing, sales teams at the 30-year mark
The SPDR S&P 500 ETF (SPY) celebrated its 30th anniversary this week, and everybody who’s anybody has weighed in with fascinating reminiscences about how the idea…
From intern to comms leader at one organization—How Baird’s Angela Pittman Taylor built her career
Up close and personal with Baird’s leader of Corporate Communications.
How clients participated in the year’s biggest financial headlines
We always encourage clients to “use the news to get in the news,” and 2022 had no shortage of headlines that provided opportunities to showcase…
Considerations for tweeting in a time of Twitter turmoil
What does Elon Musk’s Twitter takeover mean for your firm’s account?
Bottom-up stock pickers: You, too, can tell your story to a media focused on today’s top performers
Lack of a macro view doesn’t preclude you from getting media attention.
Advisor Perspectives: “Play to Your Strengths in Client Communications”
Most independent advisors want to differentiate themselves from their peers at larger firms by emphasizing personal perspectives in client communications. The problem is they’re short…
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