LoweDown Blog.
Insights on issues impacting the investment industry.
The Latest
Morningstar conference regains its mojo
Last year’s kinks worked out, MICUS 2025 delivered good energy, presenters and Exhibit hall.
Be more specific in describing your sustainable investment strategies
Practical suggestions for marketers and communications professionals seeking to connect with sustainable investors.
After 17 years of ‘advancing the conversation,’ Huebscher bids farewell to Advisor Perspectives
The groundbreaking publisher reflects on how he built and monetized a highly engaged online financial advisor community.
Tepid social media results may require a pivot in asset managers’ approach
Are the one-size-fits-all posts from the LinkedIn company page working for anyone?
SMAs and model portfolios stake their claim on asset manager websites
New and newly public investment types come with their own data and content requirements—most of which help advance digital engagement strategies.
The news embargo: a real-time case study
Ron Carson’s embargoed announcement prompts some thoughts from PR pro Jody Lowe on how to manage a big story.
The updated PESO model and the PR/marketing conversations it can help drive
Communications pros are digging deeper to understand and measure the true impact of what they do and its contribution to business results.
Finfluencers are on the rise—and industry groups and regulators are paying attention
Jody Lowe on what marketers need to consider when leveraging social media influence in support of investment products and services.
A marketer’s heartfelt homage to mutual funds on their 100th
Sure, ETFs and SMAs promise to enhance investors’ experience. But, how about a nod to the mutual fund that got us all here.
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