Why not promote mutual funds, ETFs on LinkedIn?

One of my favorite all-time stories has to do with a fire alarm set off at 3 a.m. at the Disneyland Hotel in Anaheim. I was in the hotel, covering a National Association of Realtors convention. At the sound of the alarm, people in various states of “awokeness” emerged from behind their doors up and down the floor, trying [...]

By |2023-10-26T12:22:45-05:0010/26/2023|

The Broadridge whitepaper that explains a lot about the change underway in the fund industry

The best thing you could do right now is bounce from this post (go on, it’s fine) and download and read the full 24 pages of Broadridge’s recent whitepaper U.S. advisor-sold asset management: This time it’s personal. It’s a rich analysis of the fund industry and you’ll get value out of every word.  Still here? You’re welcome to read [...]

By |2023-10-19T10:03:48-05:0010/19/2023|

As capital inflows slow, PE firms need to get creative & proactive

Alas, we lost two beloved Tinas in the last 12 months. The eight-time Grammy winning Queen of Rock & Roll passed away in Switzerland in late May. She was predeceased by another TINA—the market regime where There Is No Alternative to risk-assets—a year ago this month in Jackson Hole, Wyo. That’s when the world’s leading central bankers made it [...]

By |2023-08-23T12:35:26-05:0008/23/2023|

9 head-turning charts, animations, images from investment firm marketers

It’s been too hot to read—instead, this week let’s look at some pictures!  Here’s a shout-out to some of the finest graphics we’ve seen circulating on the socials lately. The set of nine celebrated below is a mix of new and old-but-evolved charts, animations and images produced by asset management and advisory firm marketers over the last few months.  [...]

By |2023-08-08T08:42:05-05:0008/01/2023|

Ho-hum and hmm: Threads seems like a pale imitation of Twitter

“All we really need is 250 words,” Jody Lowe said when she suggested a quick, simple blog post acknowledging the launch last week of Threads.  Right. Someday I will write a 250-word blog post, you have my word. But on the subject of the so-called “Twitter killer” app—whose user base rocketed from 0 on July 6 to more than [...]

By |2023-07-13T11:18:40-05:0007/13/2023|

This slowpoke recession is clogging inboxes everywhere

Whether you’re a marketer, financial advisor or a money manager, to be a communicator in the investment industry is to accept that there will be some repetition in your work. The required quarterly, semi-annual and annual reporting and updating make certain of that.   But changing market cycles keep things interesting, leaving plenty of room for variety and creativity in [...]

By |2023-10-16T08:56:04-05:0006/29/2023|

We’re on Instagram—here’s why

The Lowe Group has joined the investment industry on Instagram!  We’re used to seeing asset managers, financial advisory firms and fintechs active on LinkedIn and sometimes Twitter, but Instagram is part of the social media mix now, too—and we want to be where you are.  Lowe Group’s Instagram will post stories and reels, and share quick, casual posts about [...]

By |2023-07-10T13:54:20-05:0006/22/2023|

What’s not to like: Latest Fuse research affirms PR value while answering burning digital marketing questions

“We are big believers in PR, we think the lift that [asset management] firms can get from actively participating is pretty valuable. It’s cost-effective as well, and financial advisors view it as a highly effective tool to enhance the relationship.”    When you work for a public relations firm, that’s a statement, as made by Fuse Research Network’s Mike Evans [...]

By |2023-07-05T16:54:49-05:0006/15/2023|

Advisorpedia: “Measurement Dashboards: Look at Multiple Data Points To Measure Your PR Impact and Investment”

In any environment but especially in today’s predominantly digital environment, one of the challenges when making an investment in public relations is the ability to quantify ROI. Unlike digital advertising where you can measure impressions and clicks, it is harder to measure the impact of earned media. So how can you calculate the value of public relations? In their [...]

By |2023-06-30T13:56:44-05:0006/05/2023|

Lucky you: Digital marketers get the keys to the kingdom

Congratulations on completing the studies required to earn your degree as a digital marketer! We’re not going to insult you by suggesting that now you have everything you need. Of course, you don’t—you’re in digital marketing. You’ve chosen a career that’s the opposite of static. You’re heading toward a lifetime of learning. But maybe that’s part of what appeals [...]

By |2023-07-10T13:57:37-05:0006/01/2023|
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