Schwab Impact correspondent Jody Lowe Schwab Impact, the annual conference for registered investment advisors, just completed its 3-day run in Philadelphia. Schwab estimated more than 5,000 attended, including 2,500 advisors. I’ve attended Schwab Impact on and off for many years. The event seemed bigger than I’ve ever seen it. The necessary walk through the massive exhibit hall to [...]
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 [...]
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 [...]
The good news: investing podcasts just keep coming. The better news: The Lowe Group’s Insider’s List of Investment Podcasts recommended for the investment industry (asset managers, financial advisors, professional investors and fintech) has just been updated with 10 more podcasts. This is the directory’s final update of the year, after being introduced in April and last updated in July. [...]
On Monday Merriam-Webster announced the addition of 690 words to its dictionary. Words such as doggo, chef’s kiss and bracketology are not necessarily new this year. Rather, according to the announcement, “these new additions have demonstrated widespread use over time and offer a window into the world today.” In that same spirit (and applying similarly vague standards of selection), [...]
Educational content should build trust with your audience—which in most cases is your clients and prospects. Clients want to hear from you, and interested prospects want to understand you … often before a first meeting. To build trust, you have to avoid sounding salesy. With blog posts, there’s an implicit contract between you and your readers that you won’t [...]
As more and more companies ditch their COVID-era WFH and hybrid policies and require employees to return to the office full time, we’ve been reflecting on Lowe Group’s flexible approach to workplace attendance. Lowe Group has had remote and hybrid work options since long before the pandemic. With employees based around the U.S., Mexico and Europe over the years, [...]
If you’ve read beyond the headline of this post, thanks for sticking with it. We’ll try not to cause undue stress with a compliance topic. But it’s an essential topic: Having a solid compliance-approved media policy is critical to any investment-related public relations program. For some firms the policy may be as simple as “no one talks to the [...]
In just a few weeks, several of the major financial industry conferences are scheduled including FutureProof and Schwab Impact among others. Whether you are participating, exhibiting or speaking, conferences are a key part of most of our clients' outreach plans and for many, there is a special focus on speaking. Getting on stage at these marquee events is often a [...]
Sometimes, you have news to share that’s only mildly newsworthy, but your subject-matter experts have something interesting to say. Within the formal structure of a news release, you can make the news more engaging by including a Q&A. A good example in the asset management world is the occasion of a fund reaching an anniversary milestone, such as the [...]
