Sondhelm Partners is the premier provider of integrated distribution, marketing, and public relations for the asset management industry
Sondhelm Partners Recognized by Hedgeweek as Best Third-Party Marketing Firm in US for Third Consecutive Year
“We want to buy mutual funds to grow AUM or sell our funds to a firm with stronger distribution.”
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Insights
The Mask Your Firm Wears Without Knowing It
October 30, 2025
Most boutique managers hide behind vague messaging without realizing it. This Halloween, take off the mask and show prospects who you really are.
How Backlinks Power Lead Generation for Financial Firms
October 27, 2025
Backlinks are valuable lead-generation tools for asset managers and wealth management firms today. Find out why you need backlinks in your lead-generation strategy, how they work, and how you can leverage them to achieve long-term success.
What Most Firms Miss When a Key Advisor Leaves
October 21, 2025
When advisors leave, most firms focus on operations. Learn why client sorting and fast communication decide whether accounts stay or walk.
How Financial Advisors Can Actually Get Local News Coverage
October 17, 2025
Most advisors watch competitors get quoted whilst their expertise goes unnoticed. The difference isn't budget or connections—it's knowing which journalists need you right now.
In The News
Frontier to Rebrand Fund Unit to MFG in North America Push
October 26, 2025
Frontier drops its name for parent company Magellan Financial Group as it expands in North America. Dan Sondhelm shares his take on the move for Ignites.
State Street Drops SPDR Label for New ETF Batch
October 13, 2025
State Street filed for five new high-yield bond ETFs without its signature SPDR brand, creating “smart positioning opportunities” for distinct brand identities, Dan Sondhelm told Ignites.
Sondhelm Partners Named Finalist for ThinkAdvisor 2025 Luminaries Awards
October 13, 2025
Two KraneShares campaigns landed us a ThinkAdvisor Luminaries Award nomination. Complex investment stories turned into national coverage because we focused on what actually matters to journalists.
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