LoweDown Blog.
Insights on issues impacting the investment industry.
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SEC Risk Alert: 3 Takeaways on Testimonials for Marketing Teams
Key Takeaways: Disclosures must be visible and prominent at the time a testimonial is presented to meet SEC requirements. Unpaid client testimonials remain subject to…
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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…
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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