LoweDown Blog.
Insights on issues impacting the investment industry.
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PowerPoint is a tool for these three jobs
Key takeaways: PowerPoint is a basic form of communication within RIA firms. It’s often used ineffectively-and can work against an investment professional’s message coming through…
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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…
Meet the team: An interview with Greg Joslyn
Up close and personal with Lowe Group’s Principal & Executive Vice President, Media Relations
An interview with Tracey Gordon, one of the leading financial communication specialists
Up close and personal with a PR pro.
SEC Marketing Rule: Implications for news releases that promote third-party ratings and rankings
The window of time for SEC-registered investment advisors to conform to the new SEC Marketing Rule is drawing to a close.
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