Finfluencers are on the rise—and industry groups and regulators are paying attention

Finfluencer: A social media influencer who provides personal finance education or advice to followers. For many years, my idea of a finfluencer was one of the many well-followed financial thought leaders who were widely quoted in the media and on social media—people such as Michael Kitces, Wade Pfau and Christine Benz who are well known by professionals at [...]

By |2024-03-28T15:06:32-05:0003/28/2024|

A marketer’s heartfelt homage to mutual funds on their 100th

My family takes turns labeling one another as “sentimental Irish”—a reference to an old song performed by the Irish song and dance man Tony Kenny. I’ve kicked the lyrics to the sidebar below so I stay on task, without tearing up. I wish you could have heard Tony sing it live in a room filled with Chicago Irish [...]

By |2024-03-21T15:09:42-05:0003/21/2024|

15 steps to becoming the best podcast guest

Podcasts are everywhere. One source suggests that today there are now 3.2 million podcasts. Podcasts outnumber audiobooks by 6:1.   For those wanting to launch a podcast, those numbers are daunting. Many of our clients have launched or at least explored launching a podcast. There are benefits to producing your own. You have complete control and, done well, there [...]

By |2024-03-21T14:52:19-05:0003/20/2024|

Think in threes

Last week I attended a gathering of wealth managers and gave a brief presentation with suggestions on building personal brands. The point that resonated most was “thinking in threes.” This is an idea we apply regularly in our message-triangle approach to preparing for media interviews. It’s also helpful whenever you need to keep in mind key ideas you want [...]

By |2024-03-11T12:11:31-05:0003/11/2024|

Insider’s list of investing podcasts [March 2024 update]

We’re fortunate in the investment industry to have so many new content creators consistently stepping up to share their expertise via podcasts. At the same time, a podcast production schedule can be demanding and hard to justify when there’s insufficient observable return for the effort, and over the last few months several shows have either taken their final bow [...]

By |2024-03-07T09:59:51-06:0003/04/2024|

Investment podcast directory update: now including shows on active management, millennial entrepreneurs, family offices

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. [...]

By |2024-03-03T14:07:42-06:0010/11/2023|

How to include a Q&A within your news release

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 [...]

By |2024-03-03T14:09:40-06:0008/29/2023|

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 |2024-03-03T14:10:06-06:0008/23/2023|

Marketing and communications professionals should know the 7 “general prohibitions” of the new SEC Marketing Rule

This week the SEC announced its first charges under the new Marketing Rule that went into effect in May 2021. Tital Global Capital Management USA was fined $850,000 for “using hypothetical performance metrics in advertisements that were misleading” and for “multiple compliance failures that led to misleading disclosures about custody of clients’ crypto assets, the use of improper ‘hedge [...]

By |2024-03-03T14:10:34-06:0008/22/2023|

Gen Z and traditional investment providers: where, how will their paths even cross?

We can’t underestimate the work—and new thinking—required for the investment industry to meaningfully extend to Generation Z investors. That was my takeaway from a discussion this week with two Lowe Group college interns. Rosemary Cetera is a graduate student at Marquette University pursuing a Master of Arts in Corporate Communications, and Jamiah Boyd is a junior at the University of [...]

By |2024-03-03T14:10:54-06:0008/17/2023|
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