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Insights

Beating the Odds: Strategies for Launching a Mutual Fund or ETF in a Competitive Market

Posted June 3, 2024 by Dan Sondhelm
Recent data reveals that 49% of new funds and ETFs shut down within five years. Discover proven strategies to survive and thrive in a competitive market with our expert guide. Read more »

Is Your Website Holding Back the Growth of Your Wealth Management Firm?

Posted May 15, 2024 by Dan Sondhelm
Is your wealth management website driving clients away? Learn how to enhance content, speed, and security to attract and retain high-net-worth individuals. Discover the secrets now! Read more »

9 Quick Tips: The Boutique Asset Manager’s Guide to Engaging High-Value Advisors

Posted May 14, 2024 by Dan Sondhelm
How can boutique asset management firms improve their competitiveness, build their brand, and compete for assets? Discover the nine top tactics boutique managers use to attract high-value financial advisors. Read more »

How Boutique Asset Managers Can Strengthen Their Brand and Build Trust

Posted April 12, 2024 by Dan Sondhelm
Brand perception can make or break a firm's success. But what does it take to rise to the top, and how can smaller boutique asset managers compete? Drawing on a Broadridge study, we explore targeted strategies for enduring growth. Read more »

How Financial Advisors Can Seize Opportunities in the “Money in Motion” Era

Posted April 9, 2024 by Dan Sondhelm
In 2023, a shocking 75% of clients left or considered leaving their advisors, according to YCharts. Discover the strategies to attract and keep clients in this challenging landscape. Read more »

How Financial Professionals Can Prepare for High-Quality Remote Video Interviews

Posted March 7, 2024 by Dan Sondhelm
Prepare for your zoom interview Are you ready to create captivating video content that showcases your brand and connects with your investors? This guide provides tips and recommendations to ensure you're prepared for your interview and that the captured footage is optimal for video production. Read more »

Six Media Risks Every Asset Manager Should Know—and How to Counter Them

Posted December 14, 2023 by Milin Iyer
Six Media Risks and How to Avoid Them Concerned about the risks of working with journalists? Our PR Director, Milin Iyer, reveals six risks for asset managers and effective counterstrategies in our insightful new article. Read more »

Active Mutual Fund Managers: Your Days Could Be Numbered?

Posted December 1, 2023 by Dan Sondhelm
Active Mutual Fund Managers, could your days be numbered. A provocative PwC report predicts 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? Read more »

What Boutique Asset Managers Can Learn from Big Firms’ Website Mistakes

Posted November 17, 2023 by Dan Sondhelm
Big firm websites are missing the mark. Learn how boutique asset managers can sidestep these pitfalls and create an advisor-friendly website that attracts and retains investors. Read more »

The Unique Voice of Boutique Asset Managers During the Israeli-Hamas Conflict

Posted October 13, 2023 by Dan Sondhelm
How boutique asset managers can communicate during volatile times. It's a moment fraught with tension; global eyes are on the Middle East, markets are in flux, and your clients are looking for answers. While industry giants dominate headlines, are you prepared to break your silence and offer the nuanced perspective only a boutique asset manager can provide? Read more »
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Sondhelm Partners

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T: 703.752.1510 x700 | 950 North Washington Street, Alexandria, VA 22314

Securities offered through Compass Securities Corporation, Member FINRA/SIPC;
50 Braintree Hill Office Park, Suite 105, Braintree, MA 02184; T: 781.535.6083

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