April 19, 2024
According to YCharts, an alarming 75% of clients have left or contemplated leaving their advisors. Explore the strategies to attract and retain clients in our latest insights article, as featured in Advisor Perspectives.
April 12, 2024
Explore how AI is revolutionizing efficiency and personalization to attract and retain investors. Dan Sondhelm offered insights for the article.
April 09, 2024
Growing competitive pressure to produce high-quality fact sheets, monthly reports, pitch books and other investment content is pushing asset managers to automate more of their marketing processes. Dan Sondhelm opined for this article.
April 05, 2024
Aurora Investment Counsel’s website, developed by Sondhelm Partners, has been recognized as the best in the industry by the 2024 Internet Advertising Competition. Learn more about this outstanding achievement.
April 03, 2024
The highly respected competition is now open for entries, with a deadline of April 19, 2024. Learn more about this prestigious competition.
March 27, 2024
Sondhelm Partners has been nominated for Best Third-Party Marketing Firm at the Hedgeweek US Emerging Manager Awards 2024. Show your support by voting before April 26th.
March 15, 2024
Hoax campaign targets Vanguard, but smaller fund firms may be at greater risk. Dan Sondhelm explained how strong reputations can buffer companies against reputational damage in such situations.
March 13, 2024
A provocative PwC report predicts that by 2030, up to 20% of active mutual fund boutiques could vanish, overwhelmed by market pressures and the surge of low-cost ETFs and index funds. How can smaller firms protect themselves and thrive in this challenging environment? Find out in Dan Sondhelm’s recent contribution for NASDAQ.
March 08, 2024
A new Morningstar report says asset managers are laying off portfolio managers amid industry challenges. Dan Sondhelm shares insights on the reasons behind the layoffs and their impact on the industry.
March 06, 2024
Fund firms have found various ways to reward workers beyond monetarily. Dan Sondhelm opined for this Ignites article.
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