Category: In The News


5 Key Benefits and Considerations of Thought Leadership

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If you can establish yourself as an expert in your industry, potential clients and customers will inherently trust you more – and equally beneficial, bloggers and reporters will also respond to you more warmly if you’re seen as an industry leader. Interested in becoming more of a thought leader in 2018? Dan Sondhelm and other marketing gurus share their best ideas.

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Why Institutional Asset Managers Must Become Social Media Savvy

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If your firm isn’t using social media in its marketing mix, you’re missing out on a valuable, cost-effective resource institutional investors are increasingly relying on to aid in their investment education and due diligence processes.

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Clean Shares: A Fiduciary-Friendly Solution for Asset Managers

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Do asset managers—big, boutique and growing—need yet another new share class? The answer is yes if you want to be fiduciary-friendly.

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Why Pros Use Rolling Periods

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Investors shopping for mutual funds or ETFs look at past performance. So, as an asset manager, understand that putting your best foot forward may not include trailing data. Instead, rolling periods are used by sophisticated investors to better understand how your strategy performs over different time periods over time. Some stories resonate better this way. Dan Sondhelm commented for this story.

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The “VIP Approach” to Woo RIA Gatekeepers

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A growing number of fund companies realize that Registered Investment Adviser (RIA) firms are the future of the intermediary business. This is a challenge for fund distribution teams, since traditional product-focused email marketing campaigns and wholesaler “greet, meet and eat” strategies that work in broker/dealers don’t align with a business model where fiduciary responsibilities, rather than commissions, guide investment recommendations.

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Bigger Fund Flows Stem From Low-Fee Funds and ETF’s

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While more investment advisors are pivoting back toward actively managed funds, it’s low-fee funds and ETFs that are seeing a majority of the flows, according to Broadridge Financial Solutions in a recent report. Industry analysts, including Dan Sondhelm, commented for the story.

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Voices : Expansion plans? Here’s what firms should read

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Many successful institutional asset managers would like to expand their business through the intermediary channel, US focus, or M&A. It’s not as easy as it sounds. Dan Sondhelm, in this contribution, shares what questions to consider before making the investment.

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A Chi-Town Boutique Hunts For Small Cap Shops

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Mike Corbett, CEO of Chicago-based Perritt Capital Manegement, is looking for acquisitions to grow his firm. Corbett tells MFWire that although he is open to a wide variety of deals, he is mostly looking to adopt small or micro cap mutual funds from smaller firms who are having trouble staying afloat. Sondhelm Partners is helping Perritt with introductions to possible strategic partners.

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WealthTech Insights with Dan Sondhelm

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In this interview, Dan Sondhelm comments on recent changes in wealth management, discusses threats, opportunities, and prospects that technologies bring to the industry, and shares his ideas about attracting millennials and calculating risk tolerance.

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A 27-Year-Old Fixed Income Shop Is Looking For Wholesalers

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After 27 years of managing global fixed income assets for institutional investors, San Diego-based LM Capital Group recently entered the intermediary market by making its first fund available on Charles Schwab’s platform. Now they are hiring and talking with other platforms. Sondhelm Partners is helping LM with its growth strategy.

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In The News Archives - Page 11 of 14 - Sondhelm Partners