LoweDown Blog.
Insights on issues impacting the investment industry.
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From referrals to systems: what modern advisor marketing requires
Organic growth at wealth firms historically was built on referrals. That era isn’t over, but it’s eroding – particularly with younger clients who are far…
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What separates good from great in media training?
Lowe Group has trained hundreds of financial executives to prepare them for live interviews on CNBC or podcasts, in-person interviews with reporters at the Wall…
Four financial stories we’re watching this week on AI, ETF share classes, digital assets and RIA M&A
We at Lowe Group are constantly thinking about the topics affecting our financial service clients. This week, we wanted to share a few articles we…
Future Proof Citywide takeaway? PR is the AI infrastructure for RIAs
Key Takeaways: AI was the dominant theme at Future Proof Citywide, with advisors intrigued but also cautious about rapid technological change, compliance risks, and the…
What’s Top of Mind for Advisors? Looking forward to finding out next week at Future Proof Citywide
A few of us from Lowe Group are headed to Miami Beach next week for Future Proof Citywide, the high-energy financial festival for advisors. The…
How financial firms can become trust brokers: Communications strategies to build trust in an insular world
Key Takeaways: The 2026 Edelman Trust Barometer shows people are increasingly insular, trusting only their close circles while distrusting institutions like government and media. Financial…
Communications strategies for alternative asset managers that pass compliance muster and reach your target audiences
Key Takeaways: Alternative investments are growing across the wealth and retirement channels, drawing heightened attention-and skepticism-from investors and financial media. To capture this interest while…
It pays to be first: PR lessons from the first ETF share class launch
Key Takeaways: The first ETF share class launch was by F/m Investments The smaller firm beat larger rivals, and the news was widely covered by…
2026 FUSE Forecast and the implications for communicators
Key Takeaways: ETF proliferation accelerates with FUSE projecting record issuance in 2026, with active ETFs and ETF share classes expanding Alternative investments democratize and continue…
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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