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Explore the AI revolution transforming the financial advisory sector, reshaping investment strategies, and empowering advisors with cutting-edge technology. Dan Sondhelm opined for this article in BISA Portfolio.
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Invesco will change the tickers for 11 products in its suite of equal-weight ETFs that track the S&P 500. Dan Sondhelm opined for this Ignites article.
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Remote working and the availability of digital tools have changed the way salespeople engage with advisors. Dan Sondhelm opined for this Ignites article.
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Climate activists launched an ad campaign criticizing Vanguard’s climate change policies that airs on TV stations that play in the company’s home county. Dan Sondhelm opined for Ignites on what sort of impact this can have for.
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Sondhelm Partners is proud to have been shortlisted in the Best Third-Party Marketing Firm category, by Hedgeweek in its US Emerging Manager Awards 2023.
The annual Hedgeweek US Awards recognize excellence among emerging fund managers and service providers in the US across a wide range of categories.
The service provider categories span all the key areas of the broader hedge fund industry ecosystem. The nominated service providers are based on a widespread survey of more than 100 fund managers and other key industry participants.
Firms nominated to the Best Third-Party Marketing Category in addition to Sondhelm Partners, include Agecroft Partners, Clearglass Capital Partners, PJT Park Hill, and Profor Advisors.
All winners are invited to attend an exclusive ceremony and networking event on Thursday, June 8th, in New York City. The results of the awards will also be covered in a Hedgeweek US Emerging Manager Awards Special Report that is distributed globally.
Visit the Hedgeweek US Emerging Manager Awards website to vote for your favorite firms and learn more.
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This article discusses the benefits of using meeting-scheduling technology to simplify the process of scheduling meetings. It highlights how such technology can save time and reduce stress for both meeting organizers and attendees. Dan Sondhelm was featured in this 401kWire article.
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A third of investment advisors said social media played a significant role in their 2022 marketing efforts, down from 76% from 2021. But usage could pick back up once they better understand the new marketing rule. Dan Sondhelm opined for this Ignites article.
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Investors and potential clients crave a deeper understanding of the person managing their money. They want to know what shaped their values, what inspired them to pursue a career in asset management, and what personal experiences have influenced their investment strategies. This is where a personal backstory comes in. We contributed this article to Advisorpedia.
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The Investment Ecosystem touted our recent article on the importance of developing personal backstories for asset managers. Consider subscribing to TIE for unique insights and idea creation from a wide range of industry professionals.
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Attention asset management professionals! Are you ready for an exciting and educational experience at the upcoming 2023 Spring SME Forum in Scottsdale, AZ? Join us for a game-show-style session unlike any other – Jeopardy! Asset Growth Edition.
The format of Jeopardy! allows asset management professionals to answer clues in the form of questions across various industry categories. The session allows you to test your knowledge and learn from other industry professionals.
We’re adding to the excitement with a daily double and final jeopardy round. As the host, I will lead the session alongside other industry professionals, ensuring an engaging and interactive experience for all attendees.
Don’t miss out on this unique opportunity to learn, grow, and have some fun! Register now for The 2023 Spring SME Forum and join us on April 17-19 in Scottsdale, AZ. See you there!
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