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Insights
Why Your Investors Don’t Know Who You Are (And Why That’s Killing Your Growth)
January 29, 2026
Your investors can see your returns, but they can't explain your strategy. They know your fund name but not who runs it. That's not a relationship. It's a transaction waiting to end.
The Hedge Fund Manager’s Guide to Marketing Compliance
January 26, 2026
Our hedge fund manager’s guide provides practical advice to confidently and compliantly market your fund to raise assets and revenue.
Email Checklist: Simple Ways to Improve Financial Service Emails
January 21, 2026
Asset and wealth managers: Get tips on developing email communications that recipients will engage with and act on.
How Asset Managers Can Do More Marketing With Less
January 19, 2026
Get practical ideas on how asset managers can do more with less by focusing on the right technology, outsourcing, and branding.
In The News
Deal propels Virginia’s Burke & Herbert into Pennsylvania
December 22, 2025
Burke & Herbert’s second acquisition in three years pushes the Virginia bank past $11 billion in assets. Dan Sondhelm calls it “a straightforward play for scale and expanded footprint.” Find out more.
Barclays Tipped to Bid for Evelyn Partners – Experts Weigh In
December 10, 2025
A possible Barclays move for Evelyn Partners is stirring the wealth world and raising questions about what comes next for firms chasing scale. Dan Sondhelm opined in the piece.
Neuberger to Drop ‘Berman’ from 18 Funds
December 08, 2025
Neuberger Berman drops "Berman" from 18 funds. When does brand simplification work for asset managers? The move signals confidence in name recognition after 85 years.
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