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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ETFs adoption by retail investors accelerates fund marketing’s rotation to B2C
Asset management websites, in particular, increasingly serve professional and retail investors.
Home offices’ growing interest in active ETFs
CFA Society of Chicago/Women in ETFs panel discussion provides an update on national account gatekeeper due diligence.
A little inspiration for writing about investor tax topics
Don’t let uncertainty keep you from communicating. Preview changes in something you write ahead—and then be quick to comment when more is known.
Uh-oh, your 2025 market outlook’s already out of date
Key takeaways: The markets have reacted to the unprecedented wave of policy actions from the new Trump administration Some asset managers have already moved to provide updates to their market…
The crisis communications toolkit for investment firms
Whether it’s the death of a founder or key exec, a regulatory lapse, a fraud or financial crime, a data breach or workplace violence, you need to be prepared.
Vertical videos from Davos confirm the 2025 trend
Global leaders show the way by posting quick, mostly improvised updates to LinkedIn, where video engagement is high and rising.
ETF issuers, what’s your strategy to reach $100 million?
Follow these suggestions from Jody Lowe to raise the minimum AUM to achieve viability.
The new Lowecom.com: an updated resource for you
Key takeaways Lowe Group’s redesign focused on the needs of investment communications executives charged with growing their businesses Case study proofpoints and videos give visitors a sense of the team…
Why you can’t let Compliance ban influencer partnerships
There has been a steady stream of FINRA settlements by financial firms related to their engagement with so-called “finfluencers.” The most recent firm to face a penalty was MooMoo, a…
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