Lowe Group

“Reddit is in the water,” Pat Allen likes to say.

This week Finfluential goes deep on just how ubiquitous Reddit is—and where it’s exerting influence.

lnkd.in/dNSXanjW

Is anyone out there working on becoming the "Trump account" guru?

@rocktheboatmktg.bsky.social does some speculating on what it would take, in the latest Finfluential post.

bit.ly/46WKCNW

There’s the kind of financial PR that involves posting press releases and gatekeeping media requests.

Then there’s the other kind of PR that’s strategic—market introductions, changing the narrative, M&A

@jodylowepr.bsky.social wrote about the 2nd kind.

www.advisorperspectives.com/articles/202...

How Brent Sullivan became the go-to tax man The motto of the independent analyst who endeavored to explain direct indexing to the industry: Give it all—content, tools, everything—away!

Meet Brent Sullivan, the “one-man shop” who provided much-needed context to the direct indexing space.

Our first Finfluential Q&A: bit.ly/4eXbm2P

Finfluential | Pat Allen | Substack Who's breaking out in the investment industry? We're influence-spotting. Click to read Finfluential, a Substack publication.

We launched a Substack newsletter today—Finfluential. It’s our way of getting a handle on all the new influences that are out there worth paying attention to, and ideally early.

The back story on the Lowe Group blog: bit.ly/40ZuIP0

finfluential.substack.com

#econsky at its best this week.

See this guide from @aaronsojourner.org for starter packs and lists. #tariffs

The specific considerations for investment brands in AI search | Lowe Group PR efforts to date should benefit the brand, but LLMs are struggling reading many mutual fund, ETF product pages.

How much does AI search know—and get right about investment firms and their products? Pat Allen goes deep in the latest Lowe Group blog post.

lowecom.com/insights/blo...

Future Proof Citywide: A refreshing, productive event   | Lowe Group The highlight of the upstart conference: one-on-one meetings that facilitate connection between advisors and other participants.

First-timer at Future Proof, @jodylowepr.bsky.social really liked how the event helped attendees, sponsors and the media make connections. bit.ly/3QOOAiA

The news is giving lots to talk about--and investment podcasters are making the most of it.

Check out the 8 shows we've just added to our insider's list of investment podcasts. 116 and counting!

lowecom.com/insights/blo...

PR tips for financial advisors: How to secure earned media coverage  | Lowe Group Reporters like to quote smart financial advisors who can help them navigate personal finance topics.

Financial advisors, hoping to score some media mentions? Check out these pointers from @jodylowepr.bsky.social bit.ly/41Re6bQ

Interviews by email? Not always a good idea  | Lowe Group Making a bigger investment in time and connection leads to richer, more engaged interviews.

Interviews by email are not always a good idea, says @jodylowepr.bsky.social in this week's Lowe Group blog post. Making a bigger investment in time and connection leads to richer, more engaged interviews. bit.ly/3QIMMaD

ETFs adoption by retail investors accelerates fund marketing’s rotation to B2C | Lowe Group Asset management websites, in particular, increasingly serve professional and retail investors.

The introduction of ETFs as a product line requires asset management marketers to speak more directly to the retail investor than ever before. @rocktheboatmktg.bsky.social comments in today’s Lowe Group post.
bit.ly/41h5KKj

Home offices’ growing interest in active ETFs | Lowe Group CFA Society of Chicago/Women in ETFs panel discussion provides an update on national account gatekeeper due diligence

Active #ETFs were the focus at last week's CFA Society of Chicago discussion. The panel featured Ben Johnson, CFA as moderator and Rob Harvey, Michelle Mikos, Alisa Maute and Robert J. Marrocco.

Check out @jodylowepr.bsky.social and @rocktheboatmktg.bsky.social's takeaways: bit.ly/438RzJR

A little inspiration for writing about investor tax topics | Lowe Group Don't let uncertainty keep you from communicating. Preview changes in something you write ahead—and then be quick to comment when more is known.

Need some inspiration for drafting tax-related content this season? Ben Bishop has you covered in this week's LoweDown blog post. bit.ly/4326UMv

Uh-oh, your 2025 market outlook’s already out of date | Lowe Group Updates, revisions, interim commentaries—all offer additional opportunity to advance your perspective and drive engagement.

The ink is barely dry on 2025 market and economic forecasts and, in many cases, they need to be revised or updated.
Read what @jodylowepr.bsky.social says about how to leverage what you have—and the opportunity to get added engagement with your updates. bit.ly/4hAWuaS

The crisis communications toolkit for investment firms | Lowe Group Whether it's the death of a founder or key exec, a regulatory lapse, a fraud or financial crime, a data breach or workplace violence, you need to be prepared.

The news has been serving up daily reminders of why it makes sense to anticipate and prepare for crisis communications. In our latest Lowe Group post, @jodylowepr.bsky.social elaborates on what's in a crisis toolkit. bit.ly/3WQc8qJ

Yay! Great enhancement from Feedly to be able to read Bluesky in the feed reader. Game changer!

Vertical videos from Davos confirm the 2025 trend | Lowe Group Global leaders show the way by posting quick, mostly improvised updates to LinkedIn, where video engagement is high and rising.

Cheers to the global leaders for posting their vertical videos from Davos. Everyone will be doing it in 2025, @rocktheboatmktg.bsky.social says. bit.ly/4jCzrOn

ETF issuers, what’s your strategy to reach $100 million?  | Lowe Group Follow these suggestions from Jody Lowe to raise the minimum AUM to achieve viability.

ETF issuers, follow these suggestions from @jodylowepr.bsky.social Lowepr.bsky.social to raise assets to achieve viability. bit.ly/4gYTsNo

When looking for a financial PR/digital strategy partner, you need to do your due diligence. We’ve just redesigned our website to help asset managers, ETF issuers, wealth managers with that. bit.ly/4fWn7p1

Why you can’t let Compliance ban influencer partnerships - Lowe Group There has been a steady stream of FINRA settlements by financial firms related to their engagement with so-called “finfluencers.” The most recent firm to face a penalty was MooMoo, a New Jersey-based ...

The investment industry has long worked with influencers—and to the industry's benefit. Today's generation offers more opportunities, writes @jodylowepr.bsky.social in this week's post. bit.ly/4h77Y5y

@jodylowepr.bsky.social is back with her annual list of book recommendations for investment communication pros. lowecom.com/2025/01/02/2... #TheLoweDown #FinancialPR #InvestmentCommunications

Warmest wishes for a wonderful holiday!🎄❄️

Bluesky-curious? [December 2024 update] - Lowe Group We’re realistic about the amount of interest any blog post published on December 18 could hope to attract. Nothing we have to say can compete with visions of sugarplums.   Hope springs eternal, thoug...

We're ringing out the year (last post of 2024) with one more take on Bluesky. Pat Allen provides an update, recommends some apps, and overall enthuses about her new favorite social platform. lowecom.com/2024/12/17/b... #TheLoweDown #FinancialPR #DigitalMarketing

In honor of Praxis Mutual Funds Ugly Sweater Day, our office wore our best ugly sweaters. Praxis will donate $1,000 (up to $5,000 total) to WNC Strong and MountainBizWorks for every 100 likes on one of its Ugly Sweater posts or posts using the #GetUgly4Good hashtag.

How to leverage the news value of fund milestones - Lowe Group Is a fund anniversary or asset level milestone newsworthy? Often it is. More than just a self-serving update

Of course, you should celebrate!🎉 As Benjamin Bishop writes, some anniversaries and AUM hurdles are news that should be shared. lowecom.com/2024/12/11/l...

#TheLoweDown #FinancialPR #FundMilestones

@jodylowepr.bsky.social Lowe and Greg Joslyn are ready to greet the media at the Allspring Global Investments 2025 Outlook Media Luncheon today in Manhattan.
#assetmanagement

We had a great evening sponsoring the Milwaukee Press Club's Meet the Media event! It was a fantastic opportunity to connect with our #MKE press community & meet some new faces. Lowe Group's own Greg Joslyn even got to showcase his mixology skills during his “celebrity bartending” shift. 🎉

Hey new Bluesky friends, how do you react when your firm makes news—but for all the wrong reasons?

Here are some ideas on how to rebuild your reputation from @jodylowepr.bsky.social: lnkd.in/gK3DDx6K

#TheLoweDown #FinancialPR #CrisisCommunications

Looking for some recommendations on who to follow on Bluesky? Try our starter pack of investment media reporters and editors!

Should you be on the list? Let us know, we're happy to see this network grow.

#finsky #fintwit

go.bsky.app/JhdvpfH