Category: In The News


Business Travel Poised for a Comeback—if the Delta Variant Doesn’t Get in the Way

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After more than a year of endless zoom meetings, we could be nearing a resurgence of business travel this fall. Dan Sondhelm opined for this article in Fortune.

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Vanguard Joins Direct Indexing Rush with Just Invest Buy

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This deal is the latest in a string of acquisitions across the industry. Dan Sondhelm commented in this Fund Intelligence article.

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Conference Comeback: If You Organize it, Will They Come?

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As vaccination rates climb and asset management firms call employees back to the office, in-person conferences and events could come back in vogue. But while some sales professionals have already begun going back to in-person meetups, live panels and coffee breaks in hotel ballrooms may not feel worthwhile to all, according to recent research. Dan Sondhelm opined for this FundFire article.

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Pandemic or Not, Shops Increased Profits in 2020

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Fund firms boosted their profits during the pandemic because revenue growth outpaced that of their expenses, according to a new report. Dan Sondhelm opined why revenues increased and how they controlled costs for this article in Ignites.

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Schroders rolls out new brand with private asset focus

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Schroders is combining its private asset teams and capabilities into a new brand dubbed Schroders Capital. This will stoke collaboration across the firm’s private asset businesses and increase its visibility among the wider investment management marketplace. Dan Sondhelm opined for this Fund Intelligence article.

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50 Ivy Wholesalers Cut After Macquarie Buy

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Most of Ivy Investments’ sales team was laid off after Macquarie Asset Management closed on its acquisition of parent company Waddell & Reed last month. How do asset managers typically handle the integration of sales teams? Dan Sondhelm opined for this Ignites article.

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Automation Key as Fund Firms Seek to Boost Digital Content

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‘Huge opportunity’ for asset managers to improve data marketing, automation providers say. Asset managers have an opportunity to improve their data automation and free up their marketing departments to spend more time differentiating the companies, driving new business and outthinking competitors. What are the best practices? Dan Sondhelm was mentioned in this Fund Intelligence article.

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The Zoom Mistakes That Are Still Holding Back Asset Managers

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The most successful asset managers have embraced Zoom for video conferencing. In this article, we’ll point out the common mistakes that asset managers are still making on Zoom calls, and how to avoid them. This article was picked up by NASDAQ.

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Abrdn disem-vowels with rebrand

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Standard Life Aberdeen is condensing its brand name and renaming itself ‘Abrdn’ in a play for a more modern look and brand image. Analysts say the new name may be a burden for brand awareness. Dan Sondhelm opined for this Fund Intelligence article.

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To Win with the Next Generation, Asset Managers Need to Change the Culture

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For next generation portfolio managers, whether 35 or 55 years old, some are feeling neglected. They “often feel like they are floating down a river without a life jacket.” They worry that their firms aren’t thinking enough about growth. Read Dan Sondhelm’s latest contribution to MFWire.com.

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In The News Archives - Sondhelm Partners