LoweDown Blog.
Insights on issues impacting the investment industry.
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The ETF launch reimagined: Communications strategies for 351 conversions
Key Takeaways: 351 conversions are redefining the launch playbook for ETF issuers and demand a thoughtful communications strategy for each phase: before, during and after launch. Early, clear education can turn the technical concepts into understandable stories that resonate help attract…
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Jody Lowe covers the foundational role of messaging, PR and media outreach, and thought leadership content with The Wealth Advisor at Future Proof 2025.
Lowe Group Founder Jody Lowe joined Scott Martin from The Wealth Advisor at Future Proof Festival to discuss how strategic communications can help cut through…
Reasons to be optimistic: Schwab leaders and management guru Simon Sinek address high-energy RIA audience at Schwab Impact 2025
Key Takeaways: Schwab CEO Rick Wurster highlighted the continued growth of new RIA firms and encouraged advisors to capitalize on the “bull market in convenience”…
PowerPoint is a tool for these three jobs
Key takeaways: PowerPoint is a basic form of communication within RIA firms. It’s often used ineffectively-and can work against an investment professional’s message coming through…
Before & beyond the launch: PR helping ETF sponsors cut through the noise when introducing share classes and active strategies
Key Takeaways: The SEC’s preliminary approval for dual share class ETFs opens doors for innovation communications around future launches ETF sponsors should focus on early…
Lowe Group expands ETF capabilities with experienced financial PR professional
Milwaukee, WI (October 27, 2025) - Lowe Group, one of the investment industry’s top 20 financial PR and digital marketing agencies, today announced the addition of…
Asset and Wealth Management conference season PR and outreach playbook
Key Takeaways: Pre-conference preparation is crucial: Set clear goals, schedule media interviews and one-on-one meetings, create preview content, and coordinate any booth “activations” around high-traffic…
Got an expert on retirement? Here’s an overview of the media covering retirement and the topics they are talking about
Key Takeaways: Retirement is the #1 topic of interest to consumers and is the most frequent personal finance topic covered in the media. Retirement stories…
A legendary private equity PR pro shares some wisdom
Key Takeaways: Strategic PR helped a16z build credibility and stand out in private equity. Communications focused on raising the profile of the entire team, not…
Crisis communications when trust is fleeting: A conversation with crisis veteran Chris Beard
Key Takeaways: Trust is eroding and grievance is rising according the recent Edelman Trust Barometer, so crisis communications may start from a credibility deficit. Prioritize…
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