Category: In The News


PGIM Joins Direct Indexing Rush with Green Harvest Buy

Posted by

Deal the latest in a flurry of acquisitions across the industry. Dan Sondhelm opined for this Traditional Fund Intelligence article.

Read More   (Subscription Required)

Read More


12 Ways to Strengthen Your Asset Management and Mutual Fund Website

Posted by

How can you tell whether your website is helping or hindering your efforts? A good way to start is to evaluate its effectiveness by candidly answering 12 key diagnostic questions. This article was published in 3PM.

Read More

Read More


Dan Sondhelm to Speak at Ultimus M&A Webinar for Asset Managers

Posted by

Dan Sondhelm is proud to collaborate with Ultimus Fund Solutions on a webinar focusing on strategic partnerships between boutique managers and distributors. Dan will discuss why asset managers have embraced this growth strategy. He will also discuss trends for mergers, fund adoptions, subadvisory and liftouts. This webinar is exclusively for clients of Ultimus Fund Solutions.

Read More


Augmented Reality, Quizzes: Managers Stretch Limits of Content Development

Posted by

Asset managers are increasingly depending on content to engage with institutional investors, and some are experimenting with new formats and mediums to communicate. Dan Sondhelm opined for this FundFire article.

Read More   (Subscription Required)

Read More


What Asset Managers Can Learn from Winning Hires

Posted by

Who would you hire – a person who said they “made cold calls” or “generated $10m in production through cold calls.” The answer is obvious. Use these strategies to upgrade your firm’s story around results, not just process. Dan Sondhelm’s recent article was picked-up in NASDAQ.

Read More

Read More


How Content Marketing Changes the Game for Asset Managers

Posted by

In their struggle for visibility and engagement, asset managers are beginning to realize there is very little to differentiate themselves, which is why an increasing number of firms are turning their focus to timely content. Dan Sondhelm’s article was picked up in Advisorpedia.

Read More

Read More


JP Morgan Asset Mgmt Creates Content Group to Target Inst’l Investors

Posted by

Some asset managers are “doubling down” on their commitment to research, insights, and timely content that examines the issues that matter most to institutional investors. From a business perspective, why does content matter? Dan Sondhelm opined for this FundFire article.

Read More  (Subscription Required)

Read PDF

Read More


Is Your Asset Management Firm Practicing Sales Prevention?

Posted by

Sales are the lifeblood of asset managers. Why then do many firms actually prevent sales from happening? Granted, it may not be an overt or conscious effort, but many firms are actively impeding their own sales efforts. Dan Sondhelm’s article was picked up in Advisorpedia.

Read More

Read More


Are TradFi and Crypto Set for an M&A Explosion?

Posted by

The worlds of crypto and traditional finance are set to collide, and mergers and acquisitions will play a key role, according to industry watchers. Dan Sondhelm opined for this Blockworks article.

Read More

Read More


9 Easy Steps to Develop Your Strategic Plan in 30 Days

Posted by

If you have been too busy being reactive to focus on your distribution strategy for 2021, don’t worry, there is still time to kick start the year with a sound growth strategy. Here are 9 things you need to focus on to get it done. Dan Sondhelm’s article was picked up on 3PM blog.

Read More

Read More

In The News Archives - Sondhelm Partners