Beyond ‘Let’s do better’: Lessons from industry responses to America’s conversation on racial justice and inequity

This spring our inboxes were flooded with sympathetic messages and thoughts on the reckoning America is experiencing on racial inequity and justice, largely spurred by the death of George Floyd and the numerous effects of the COVID-19 pandemic. While some companies released public statements, others sent internal messages to employees. Still other companies didn’t chime in at all. Many [...]

By |2023-04-20T04:00:25-05:0008/10/2020|

What to do in the conference vacuum: How to refocus your conference budget on other brand-building activities

COVID 19 has forced the cancellation, at least for the near term, of most in-person conferences and events.  Both Schwab and Morningstar’s massive advisor conferences will now be online. This isn’t all bad.  Early feedback on other well-attended events that have been held virtually is promising.  Apple’s virtual conference is likely to attract many more people than would otherwise [...]

By |2023-04-20T04:00:26-05:0007/01/2020|

Logica “Future of Money” Survey: How best to engage with customers and the community in the COVID-19 era

New research from Logica Research’s Future of Money Survey offers important insights about consumers and money in a world upended by COVID-19. What do consumers want and how should you communicate with them? A recent webinar on the study sponsored by the Financial Communications Society stressed the need for empathetic communications. Financial companies should demonstrate they understand their customers’ [...]

By |2023-04-20T04:00:29-05:0005/29/2020|

PR Daily: “What’s working for financial comms during COVID-19”

"This public health crisis is also threatening markets and investment portfolios. Here is what is working for communicators looking to calm anxieties," notes PR Daily in presenting an article by Jody Lowe of Lowe Group in the publication's Crisis Communications section (04/14/2020). Click here to read "What’s working for financial comms during COVID-19" at

By |2023-04-20T04:00:31-05:0004/23/2020|

MutualFundWire: “Handling Quarter-End Materials Mid-Crisis”

"An industry communications specialist offers fundsters tips for adapting in the light of the ongoing COVID-19 pandemic and market volatility," writes MutualFundWire in introducing a contributed column by Ben Bishop of Lowe Group (04/02/2020). Click here to read "Handling Quarter-End Materials Mid-Crisis" at

By |2023-04-20T04:00:32-05:0004/23/2020|

News Release: The Lowe Group Awarded “Best Communications and PR Firm 2019” by Fund Intelligence

MILWAUKEE, Oct. 17, 2019 – The Lowe Group, a leading financial communications firm, has been named "Best Communications and PR Firm of 2019” in the Fund Intelligence Operations and Services Awards. The Lowe Group's Greg Joslyn, VP, Media Relations & Client Management, accepted the award on behalf of the firm at an Oct. 10 event at the Lotte New [...]

By |2023-04-20T04:03:34-05:0010/17/2019|

In a room full of people, there is no such thing as off-the-record

Fisher Investments founder Ken Fisher is getting pilloried in the press for his reportedly boorish remarks at the Tiburon CEO Summit, which is billed as a closed-press, off-the-record event. It all started when one attendee related, via a video posted to Twitter, that Fisher managed to pack lewdness, misogyny, references to drug use, and digs at the poor into [...]

By |2023-04-20T04:03:35-05:0010/10/2019|

Do financial advisors have an awareness problem?

A recent study from Schwab found the following troubling statistics for the financial planning industry: Only one in four individuals has a written financial plan. Nearly half (45%) prefer visiting the dentist versus making an appointment with their financial advisor. Parents are No. 1 on the list to go to for advice (23%) followed by the internet (19%). Men [...]

By |2023-04-20T04:03:36-05:0004/23/2019|

Crisis communication tips from Teddy Roosevelt

Historian Doris Kearns Goodwin’s new book, Leadership in Turbulent Times, draws leadership lessons from her presidential subjects. Best known for the bestseller Team of Rivals focused on Abraham Lincoln’s cabinet and her Pulitzer-prize winning No Ordinary Time about Franklin and Eleanor Roosevelt during the war years, Kearns Goodwin has spent her life studying these and other leaders. Buried in [...]

By |2023-04-20T04:03:37-05:0004/17/2019|
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