News

News

Advisorpedia: “How AI Search Could Lead to a Boost in Visibility for Investment Firms”

By |10/08/2024|

You’ve likely read about the transformative potential of artificial intelligence (AI) in investment management. To the extent that AI is used for information queries, it also has bearing on the effectiveness of PR and digital marketing strategies for investment firms, including ETF and mutual fund companies. The pursuit of online visibility may require a pivot from traditional search engine [...]

Advisorpedia: “The Retirement Security Rule: A High-Profile Opportunity To Become Part of the News”

By |09/24/2024|

In early 2024, the Department of Labor (DOL) issued a revised fiduciary standard that generated mixed responses from the advisory industry and widespread coverage by the financial media. Well-prepared advisors and retirement specialists who used the news to communicate to interested constituencies through releases, email, and website updates were frequently called on and quoted by the media as the [...]

Ether ETFs debut: the crypto marketing thrill isn’t gone, just muted

By |07/24/2024|

Did Ethereum provide any additional marketing inspiration for the eight teams responsible for launching the spot Ethereum ETFs Tuesday? Let’s take a look.  It would have been hard to match the sheer thrill of January 11 when 11 spot bitcoin ETFs went live and ETF marketing went wild. For one, marketers had a longer run-up to the bitcoin product. [...]

Lowe Group introduces PR/Marketing assessment tool for asset managers 

By |07/23/2024|

The Visibility Grader reveals, helps address website shortcomings  Milwaukee, WI (July 22, 2024) – Lowe Group, an investment communications and digital marketing agency, has introduced the Visibility Grader, a diagnostic tool designed to help asset management firms understand their online visibility and address any gaps that may exist.  “The Visibility Grader is our response to common issues revealed [...]

Financial Advisor Magazine: “Lights! Camera! Advisors Discover The Power Of Video Marketing”

By |02/06/2024|

In recent years, a growing number of independent advisors have been using video as a marketing tool. Financial Advisor Magazine's Ben Mattlin spoke to industry experts, including our Executive Vice President, Digital Pat Allen, about the various ways advisors use video. Allen explained that there are three basic types of videos that advisors are producing. (02/06/2024) Click here to [...]

Vanguard ban on bitcoin ETFs [A communications case study]

By |01/23/2024|

UPDATE: On January 24, Vanguard posted a Q&A featuring its ETF and brokerage platform leaders Janel  Jackson and Andrew Kadjewski defending the firm's position and explaining why they barred trading in spot bitcoin ETFs. Until yesterday, the firm had only commented reactively in response to press inquiries. Jackson said, “We understand that our decision on crypto is not popular [...]

The investment industry stories we’ll remember from 2023

By |12/07/2023|

As the days count down to the end of 2023, we’re taking a quick random look back at some of the ongoing stories we’ll remember from the year. What would you add? We invite your comments below.  A new co-worker. We all got a new co-worker this year as artificial intelligence capability in the form of ChatGPT and other [...]

Advisor Perspectives: “Play to Your Strengths in Client Communications”

By |10/11/2022|

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 on time and tools. As an advisor, how can you take a step back and find an approach that works for clients and for you? In his latest piece for Advisor Perspectives, Ben Bishop [...]

Forbes: “5 Reasons To Make Podcasts Part Of Your PR Program”

By |03/07/2022|

As the popularity of podcasts continues, our clients are asking us “Can you get us on a podcast?” more than ever. But with so many of them out there, how do you break through the noise to get your voice heard? Often times, it's not about getting on the most famous podcasts with the most followers, but instead nabbing [...]

Forbes: “Know Your Audience To Nail Media Interviews”

By |02/01/2022|

Landing an interview with a reporter does not guarantee that you'll get quoted in the final piece. However, you can proactively improve the chances for a successful outcome by taking pains to understand who the journalist is and what they are after. Jody Lowe shared her insights on how to better position yourself to deliver on the media's needs [...]

Forbes: “How To Make The Most Of Your 2022 Financial Predictions”

By |12/03/2021|

As the end of the year approaches, Jody Lowe wrote for Forbes to explain how financial strategists and firms can grab the media's attention with their 2022 economic predictions. She shares the common elements of a distinctive outlook, the best methods to make the most of an annual forecast, and the reason why firms should be unafraid to make [...]

Forbes: “4 Rules For Politely Being Bearish In Financial Media Conversations”

By |11/01/2021|

Jody Lowe wrote for Forbes to identify a handful of rules for being the kind of market bear who regularly gets invited back to the media dinner party. The stock market and much of the financial media industry are positioned against anyone bearish due to years of the market going up, but Jody shares four guidelines to help communicate [...]